Relationship Manager - Mutual Fund Sales (Assistant Manager)

Waytogo Consultants Pvt Ltd

2 - 3 Years
17 Openings
3.0-5.0 Lac/Yr
Mumbai
Face-to-Face interview

Key Skills

Mutual Fund Sales Mutual Fund Advisor

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Job Description

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
Type of Job
Full Time
Work Location Type
Work from Office

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.