Team Lead - Customer Engagement Channel (8-14 yrs)

Responsibilities:

To manage a team of 12-15 relationship managers.

- To upsell MF products to retail/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 upselling products and enhancing and upgrading the client net worth relationships.

- Profiling customers and providing financial products to meet customer needs

- Ensuring the highest levels of service to the client/HNI 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 HNI/UHNI customers.

- Preference to NISM-certified candidates with experience in managing retail/HNI clients and in-depth knowledge of mutual funds.