Relationship Manager (Mutual Fund Sales)

  • Bangalore, Chennai, Delhi, Hyderabad, Mumbai, Other India
  • Confidential
  • 3-7 years
  • Views
  • 13 Sep 2018

  • Sales/ Business Development/ Account Management

  • Financial Services/ Capital Markets
Job Description

Relationship Manager (Mutual Fund Sales)
o To Promote all the product line of Mutual fund.
o To upsell Mutual fund products to Retail/HNI Clients
o To generate fresh leads and acquire clients through reference to shore up the clientele.
o To achieve sales and revenue targets spread across product mix.
o To achieve the business targets assigned in terms of upselling mutual fund products enhancing and upgrading the client Net worth relationships
o Profiling customers and provide Investment Plan financial advise to the client/HNI Clients.
o Ensuring the highest levels of service to the client/HNI Clients.
o One point of contact for the assigned client.
o To execute the monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly/monthly calls.

Qualification And Experience:
1. Must be a graduate or Post graduate with Experience of 3 to 4 years in NBFC/ BFSI Industry
2. Should posses effective communication and presentation skills.
3. Ability to convince and negotiate with a confident and determined approach.
4. Should be highly self motivated and ambitious in achieving goals.
5. Should be capable of thriving in the competitive market
6. Should be able to work in team and also perform independently

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