Client Engagement Manager at Upgrad Rekrut India
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Relationship Manager - Sales - Mutual Fund (2-9 yrs)
- Hiring for Relationship Manager (IFA Channel) in Mutual Fund Company
- Min 2 years exp in IFA channel into mutual fund company
Location : Mumbai &Delhi
Salary : up to 12 lacs
Roles and Responsibilities :
- To promote all the product line of Mutual funds and financial assets
- To up sell Mutual Fund products (B2B sales)
- To generate fresh leads and acquire clients through reference to shore up the clientele
- Acquisition of HNI clients by tracking the affluent and super-affluent Client segment in the market for new
client acquisition and generating AUM from preferred clients
- To achieve the business targets assigned in terms of up selling Mutual Fund products and enhancing and upgrading the client-net-worth relationships
- Develop and maintain a long-term relationship with Channel partner
- One point of contact for the assigned client
- To execute monthly sales plan to acquire clients and ensure regular contact with all mapped clients through regular weekly/monthly calls
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