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