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Posted on 13 Nov, 2025
In Office
Job Description | Responsibilities
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Upsell Prudential Mutual Fund products to Retail/HNI clients and generate new leads.
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Achieve sales and revenue targets across the product portfolio.
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Profile customers and offer suitable investment and financial solutions.
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Provide investment planning, advice, and ensure superior client servicing.
Overview
- Industry - HR Staffing & Recruitment Firms / Employment Agency / Background - Reference Check Firms
- Functional Area - Sales / Business Development / Client Servicing
- Job Role - 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
Job Related Keywords
Mutual Funds
HNI Clients
Wealth Management
Investment Advisory
Financial Planning
Customer Engagement
NISM Certified
Sales Targets
