Senior Key Account Manager at Impeccable HR Consultants Pvt. Ltd.
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Regional Investment Manager - Mutual Fund (7-15 yrs)
- Training RMs in branches.
- Driving MF sales.
- Additional responsibility of meeting customers wherever required.
- Relationship management with product providers - MFs.
- Supporting bank staff for AMFI certifications.
- Investment Specialist
- Conducting regular trainings for Relationship Managers and Team leaders on the Products and latest market scenario.
- Helping RMS to attain their revenue & goal sheet parameters on Investment products .
- Advising clients on Financial Planning, Retirement Planning, Protection Planning and Tax Planning.
Create, implement, and continually review a Financial Plan designed to help clients pursue their long term & short term goals.
- After the Implementation of Portfolio design, responsible for handling the change management process if there are any new requirements or changes proposed
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