Career Consultant at TeamLease Consultant
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Relationship Manager - Customer Engagement - Mutual Fund (1-5 yrs)
Designation: Relationship Manager - Customer Engagement
Reporting to: Channel Manager - Customer Engagement
Responsibilities:-
- To sell MF to Retail/HNI Clients as per the assigned database
- Generation of fresh leads through reference
- Profiling customers and provide financial products to meet customer needs
- Providing Investment planning and advice
- Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
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