Affluent Relationship Manager - MF / PMS / AIF

This role is for an Affluent Relationship Manager specializing in Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF) . The ideal candidate will have extensive experience in the BFSI sector, focusing on upselling investment products to Retail / HNI clients, generating new leads, and providing comprehensive investment planning and advice.

Key Responsibilities

• Upsell MF products and other AMC offerings to Retail / HNI clients from an assigned database.
• Generate fresh leads through references to expand the clientele.
• Achieve assigned business targets by upselling AMC's 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 clients, particularly 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 the assigned customer.
• Focus on the acquisition and servicing of HNI / UHNI customers .

Skills & Qualifications

Skills Required

Client Relationship, Asset Management, Business Development, Relationship Management, Investment Planning, Financial Products