Relationship Manager - Mutual Fund Sales (Assistant Manager)

Waytogo Consultants Pvt Ltd

To promote all the product line of company

To up sell company's 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 company's 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

Experience : 2 - 3 Years

No. of Openings : 17

Education : Any Bachelor Degree

Role : Relationship Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India