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Relationship Manager - Sales - Mutual Fund/PMS/Investment/IFA/HNI Sales/HNI Client Handling (3-7 Yrs) Mumbai/Bangalore ()

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
Candidate having Experience with Relationship Manager, Mutual Fund Sales, PMS, investment, IFA, HNI Sales, HNI Client Handling, good Command on Mutual Fund, HNI ClientJob Description :Designation : RMReporting to : Team LeadCompany : ICICI Prudential AMCCompany link : https://www.icicipruamc.com/Job Responsibilities :- To upsell ICICI Prudential MF 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 upselling ICICI Prudential 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 (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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