Relationship Manager - Sales - Mutual Fund (1-15 yrs)
Job Title : Relationship Manager
Location : Delhi
Responsibilities :
- Promote all products within the Mutual Fund line to both Retail and High Net Worth Individual (HNI) clients.
- Upsell Mutual Fund products, tailoring offerings to suit individual client needs.
- Generate fresh leads and expand clientele through referrals, bolstering the client base.
- Meet sales and revenue targets across product range, enhancing client relationships and elevating their net worth.
- Profile clients to provide customized investment plans and financial advice, particularly to HNI clients.
- Ensure the highest level of service delivery to clients, ensuring satisfaction and loyalty.
- Act as the single point of contact for assigned clients, managing all their needs effectively.
- Execute monthly sales plans to acquire HNI/UHNI clients, maintaining regular communication through weekly/monthly calls.
Qualification & Experience :
- Graduate/Post Graduate
Mandatory certification : NISM Certified
Desired Skills :
- Excellent communication and presentation abilities.
- Strong negotiation skills with a confident and determined approach.
- Highly self-motivated and goal-oriented.
- Ability to thrive in a competitive market environment.
- Team player with the capability to work independently.
Work Status : Full Time
Reporting to : Channel Manager
Join our dynamic team in Delhi and be a part of our mission to provide top-notch financial solutions to our clients. If you have the drive and skills to excel in this role, we want to hear from you! Apply now and embark on a rewarding career journey with us.
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