Client Engagement Manager at Upgrad Rekrut India
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Relationship Manager - Sales - Investment/Trading Product (4-8 yrs)
Exciting Opportunity in Mumbai!
- Position:- Relationship Manager
- Location:- Mumbai
- Channel:- Direct (HNI & Retail)
- Compensation:- Up to 12 LPA
- Key Responsibilities:-
- Upsell Mutual Fund products to Retail and HNI Clients, expanding clientele via referrals.
- Customize financial products to suit customer requirements.
- Deliver exceptional service to clients, especially HNI customers.
- Provide investment planning and guidance.
- Serve as the main point of contact for assigned customers.
- Cultivate and manage relationships with HNI and UHNI clients.
- Requirements:-
- Preferably NISM Certification.
- Experience in managing Retail and HNI Clients.
- Thorough understanding of Mutual Funds.
- Apply Now:-
Submit your resume or WhatsApp at 8826983696.
