Associate Consultant at Bask HR
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Wealth Relationship Manager - Sales - Mutual Fund (3-12 yrs)
Wealth Relationship Manager - Mutual Fund
1. Establish and support company's bank partnership and achieve lead targets from the channel
2. Prospecting and identifying new leads from partner bank branches in the assigned zone
3. Maintain strong working relationships with the bank representatives for acquisition of new investment customers
4. Hold customer interactions to qualify the lead
5. Co-ordinate with Investment Managers who would manage customer relationships and the customers
6. Conduct trainings for the branch employees and some customers of the partner bank
7. Function as point of contact for customer support and ensure queries are resolved in a timely and professional manner
8. Focus on acquiring high value customers to achieve AUM targets
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