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

• Type of Job

  Full Time

• Work Location Type

  Work from Office