Wealth Relationship Manager - Banking

1. To promote all the product line of Mutual Fund

2. To up sell Mutual Fund products to Retail/HNI Clients

3. To generate fresh leads and acquire clients through reference to shore up the clientele

4. To achieve sales and revenue targets spread across product mix

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

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

7. Ensuring the highest levels of service to the client /HNI clients

One point of contact for the assigned client

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