UHNI Clients Relationship Manager - PMS/AIF (5-10 yrs)

Designation- Relationship Manager

B2C role - Managing HNI/UHNI Clients (PMS.AIF Sales)

Location - Fort, Mumbai

Exp - 5-10 yrs

Grade - Manager/ Deputy Manager

Responsibilities:-

- To up sell 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 up selling 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 /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, with in depth knowledge of Mutual Funds.