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

Waytogo Consultants Pvt Ltd

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

• Type of Job

  Full Time

• Work Location Type

  Work from Office