Relationship Manager - Sales - Mutual Funds (4-10 yrs)

- Drive the business by targeting HNI Clients.

- Build a strong connect with target audience for maximizing the mind share and market share.

- Synergize with all relevant verticals for achieving the desired objective.

- Work on customized solution by offering Combo products

- Maintain excellent relationship with existing clients and expansion of key clients

- Ensuring high volume of business in the given location/segment to achieve the desired gross sales.

- Develop and maintain key new client base

- Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements

- Ensure all SEBI/AMFI rules and regulations are strictly complied.

- Organize meetings with Fund manager/CEOs and Head of Sales.

- Disseminates updates and other product related information in timely manner

- Push for reference of their relatives and social circle.

- Be the wealth one stop solution for investor for all investment related Needs.