Job Description of Relationship Manager
responsibilities:
- to Promote all the Product Line of Mutual Fund
- to Up Sell 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 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
certification (mandatory): Must Be Nism Certified
desired Skill:
- Should Possess 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
work Status: Full Time
reporting To: Channel Manager
location : Anywhere in Delhi Ncr