Relationship Manager DREAMS SOLUTIONS
DREAMS SOLUTIONS
Office Location
Full Time
Experience: 2 - 2 years required
Pay: INR 800000 - INR 1600000 /year
Type: Full Time
Location: Kalyan
Skills: Mutual funds, mf, investment, Wealth, Asset management, Portfolio, relationship wealth manager, market cap, relationship manager, Wealth Manager
About DREAMS SOLUTIONS
Job Description
To up sell MF products to Retail/HNI Clients, generation of fresh leads through reference to shore up the clientele.
Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships.
Profiling customers and provide financial products to meet customer needs
Ensuring the highest levels of service to the client /HNI customers
Providing Investment planning and advice
Achieving sales and revenue targets spread across product mix
One point contact for the assigned customer
Acquisition & Servicing of HNI/UHNI customers.
Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.