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21/03 Prachi Singh
HR - Recruiters at WTG Consultants

Views:41 Applications:24 Rec. Actions:Recruiter Actions:1

Relationship Manager - Sales - Mutual Funds (2-10 yrs)

Hyderabad/UP/Bangalore Job Code: 318167

- To up sell 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 up selling 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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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