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174 TetraHed Jobs

Relationship Manager(Multi Channel)- Mutual Funds

2-4 years

Satara

Relationship Manager(Multi Channel)- Mutual Funds

TetraHed

posted 1mon ago

Job Role Insights

Flexible timing

Job Description

To up sell Mutual Fund 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 Mutual Fund 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
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.

Employment Type: Full Time, Permanent

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What people at TetraHed are saying

What TetraHed employees are saying about work life

based on 4 employees
100%
100%
Flexible timing
Monday to Friday
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TetraHed Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
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