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    Affluent Relationship Manager - Gujarat, India - Rightmatch

    Rightmatch
    Rightmatch Gujarat, India

    1 day ago

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    Description
    Company - Leading AMC Company.

    Role - Affluent Relationship Manager

    Location - Ahmedabad


    Broad Responsibilities :
    1.To upsell Mutual Fund products to Retail and HNI Clients as per the assigned database.

    2.Generate fresh leads through reference.

    3.Achieving the business targets assigned in terms of up-selling Products.

    4.Provide financial products to meet customer needs

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

    6.Providing Investment planning and advice

    7.Achieving sales and revenue targets spread across the product mix.

    8.One-point contact for the assigned clients.

    9.Acquisition and servicing of HNI/UHNI customers.

    10.Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in-depth knowledge of Mutual Funds.

    )
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