Relationship Manager (HNI Clients ) -Mutual Funds

1. Upsell Mutual Funds, PMS, and AIF products to Retail/HNI/UH

2. serve as single point of contact for assigned clients

3. Meet business targets for sales, revenue, and product mi

4.  

5. NI clients

6. Acquire new clients through references and networking

7. Profile clients and provide suitable investment planning and advisory

Overview

• Industry - HR, HUMAN RESOURCES
• Functional Area - Finance / Accounts / Tax / Company Secretary / Audit, Sales / Business Development / Client Servicing
• Job Role - Client Relationship Manager - B2C, Client Relationship Manager - B2B
• Employment type - Full Time - Permanent
• Work Mode - In Office

Qualifications

• Any Graduate - Any Specialization
• Any Post Graduate - Any Specialization
• Any Doctorate - Any Specialization

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