Relationship Manager (HNI Clients ) -Mutual Funds Indics Solution
Indics Solution
Office Location
Full Time
Experience: 5 - 5 years required
Pay: INR 600000 - INR 1400000 /year
Type: Full Time
Location: Mumbai City
Skills: hni client handling, pms, aif, mutual fund
About Indics Solution
Job Description
Post- Relationship Manager Customer Engagement Grade : DM/Manager (Individual Contributor) Job Location - All overMumbai Products -Mutual fund, PMS(Portfolio Management Services), AIF (Alternative Investment Funds) Working days - 6 days (Alternative Saturday off ) Budget - 18LPA Age Criteria - UPTO 35 Job Role -
- To up sell company 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 company 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.
If you feel suitable call or whatsapp-8591744131