Relationship Manager - Mutual Fund

1. Acquire quality clients through networking, database, market intelligence and references from existing clients.

2. Generate Cross Sell revenue through Financial Planning.

3. Promote Focus Product of the month.

4. Maintain records of business on internal software.

5. Induct new clients to the Central Dealing Desk for smooth interaction and services.

6. Liaison with Central Dealing Desk for revenue generation and query resolution.

7. Conduct activities for Client Acquisition and Financial Planning.

8. Ensure compliance as per various regulator and organization guidelines.

9. Maintain the brand image of the organization.

10. Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services.

• Experience

  2 - 4 Years

• No. of Openings

  1

• Education

  Graduate

• Role

  Relationship Manager

• Industry Type

  Banking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office