UHNI Client Investment Manager - Mutual Fund (Sr. Manager)

Waytogo Consultants Pvt Ltd

3 - 8 Years
20 Openings
10.0-15.0 Lac/Yr
Vadodara

Key Skills

Relationship Manager HNI Mutual Funds Classic Portfolio Manager Finance Manager

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Job Description

To up sell Mutual Fund products to UHNI 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 Mutual Fund Products enhancing and upgrading the Client Net worth relationships

Profiling customers and provide Investment plan & financial advice to the client, clients

Ensuring the highest levels of service to the client clients

Experience : 3 - 8 Years

No. of Openings : 20

Education : Any Bachelor Degree

Role : Client Investment Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

About Waytogo Consultants Pvt Ltd

WAYTOGO Consultants Pvt Ltd is an organization providing Recruitment solutions and a wide suite of specialist services to our clients- from executive search, selection and specialist staffing to training, consulting and outsourcing in Banking, Insurance, other financial Services, Telecom and Manufacturing domains. WAYTOGO Consultants Pvt Ltd has been set up and managed by professionals having more than 30 years of Industry experience in Banking & Financial Services Industry.