Relationship Manager - Mutual Funds Sales

Key Skills

Mutual Funds Sales

Job Description

responsibilities:

• to promote all the product line of icici prudential mutual fund

• to up sell icici prudential 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 the business targets assigned in terms of up selling icici prudential 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

qualification & experience: graduate/post graduate/mba with minimum 2 years of experience from bfsi

desired skill:

• should posses effective communication and presentation skills

• ability to convince and negotiate with a confident and determined approach

• should be highly self motivated and ambitious in achieving goals

• should be capable of thriving in the competitive market

• should be able to work in team and also perform independently
  • Experience

    1 - 4 Years

  • No. of Openings

    20

  • Education

    Any Bachelor Degree

  • Role

    Mutual Funds Sales

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About TETRAHED

With years of experience in satisfying client requirements, Tetrahed, Inc., has been offering end-to-end business solutions for various industries in the USA and beyond. With a customized approach, we nurture flexibility and scalability to ensure sustainable growth.
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