Relationship Manager

Dear Connections,

We are looking for

Relationship Managers

for a leading

AMC

for the locations

Delhi and Gurgaon .

Role : RM-Customer Engagement (HNI / UHNI)

Location : Delhi / Gurgaon

Exp : 4+ Yrs of experience in similar industry, Preference to NISM VA and NISM XXIA certified candidates with experience in managing HNI Clients, with in depth knowledge of Mutual Funds Market.

Responsibilities

To up sell client's MF products to UHNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele

Acquisition of UHNI clients and ensure regular contact with all mapped clients through regular calls

Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling

Profiling customers and provide financial products to meet customer needs

Ensuring the highest levels of service to the client / HNI customers

Achieving the business targets assigned in terms of up selling client's Products, enhancing and upgrading the Client Net worth relationships