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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