Affluent Relationship Manager - BFSI

Affluent Relationship Manager

Responsibilities:

- To up sell Mutual Fund products to Retail/HNI Clients

- To generate fresh leads and acquire clients through reference to shore up the clientele- To achieve sales and revenue targets spread across product mix

- To achieve sales and revenue targets spread across product mix

- To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships

- Profiling customers and provide Investment plan & financial advice to the client/HNI clients

- Ensuring the highest levels of service to the client /HNI clients

- One point of contact for the assigned client

- To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls