Job Description
Relationship Manager
Qualification Graduate/MBA
Experience 1 years and beyond
Background Banking, Insurance, Mutual Fund Distribution, MF knowledge is mandatory
Location Ahmedabad
Roles Responsibilities
To up sell dmat , trading Mutual Fund products to Retail/ HNI Clients.
To generate fresh leads and acquire clients through reference to shore up the clientele
To achieve sales revenue targets spread across product mix
To achieve the business targets assigned in terms of up selling products enhancing upgrading the Client Net worth relationships
Profiling Customers and provide investment plan and 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.