Relationship Manager - Mutual Fund

Talent Leads Consultants
  • Bangalore, Mumbai, Pune
  • Confidential
  • 5-9 years
  • Views
  • 14 Feb 2018

  • Sales & Marketing

  • Recruitment/ Staffing
Job Description

Job Description Roles and Responsibilities: Clientele Focus Retail & HNI Customers. Goal Acquiring new clients through the leads generated and increasing existing investors investment allocation in Mutual Fund by building strong investor relationship. Initiate and develop rapport with the prospects / clients through meetings, phone calls, emails etc. and subsequent follow up Understanding Clients requirements and Risk Appetite with sound knowledge of other Asset Classes. Handling Investor / Prospective Clients queries


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