Relationship Manager | Mutual Fund

• To up sell company's MF products to Retail/HNI Clients as per the assigned database,
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.
• Experience in Investment Product, PMS, MF