Senior Relationship Manager - CEC - B2C - HNI/UHNI - Mutual Fund (6-15 yrs)

Sr. RM - Customer Engagement HNI / UHNI client Handling.

- To up sell AMC MF/PMS/AIF products to Family accounts/Ultra 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 AMC products

- 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 /UHNI 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 UHNI customers.

- Preference to NISM XXI A Certified candidates with experience in managing UHNI / HNI Clients, with in depth knowledge of Mutual Funds