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    Mutual Fund Relationship Manager - Mumbai, India - Waytogo Consultants

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    Description
    • 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.
    • Achieving sales and revenue targets spread across product mix.
    • One point contact for the assigned customer.
    • Acquisition & Servicing of HNI/UHNI customers.

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