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Relationship Manager Customer Engagement

ConfidentialDelhi, Delhi NCR

6 days ago

Job description

This role is for a Relationship Manager specializing in Customer Engagement for a leading AMC. The ideal candidate will focus on upselling mutual fund products to Retail and HNI clients , generating new leads, and providing top-tier investment planning and advice.

Key Responsibilities

Upsell AMC mutual fund products to Retail and HNI clients from an assigned database.
Generate fresh leads through references to expand the clientele.
Achieve assigned business targets by upselling AMC products and enhancing client net worth relationships .
Profile customers to provide tailored financial products that meet their specific needs.
Ensure the highest levels of service to both Retail and HNI customers.
Provide comprehensive investment planning and advice .
Achieve sales and revenue targets across a diverse product mix.
Act as the single point of contact for assigned customers.
Focus on the acquisition and servicing of HNI / UHNI customers .

Skills & Qualifications

Experience in mutual fund sales .

Proven ability to manage Retail and HNI clients .

In-depth knowledge of Mutual Funds .

Strong skills in client profiling, financial product recommendation, and investment planning .

Excellent customer service and relationship-building abilities .

NISM certification is preferred.

Skills Required

Client Relationship, Relationship Management, revenue growth , Market Research, B2C Sales, Mutual Funds, Investment Planning

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Relationship Manager • Delhi, Delhi NCR