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 / GurgaonExp : 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.ResponsibilitiesTo up sell client's MF products to UHNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clienteleAcquisition of UHNI clients and ensure regular contact with all mapped clients through regular callsResponsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused sellingProfiling customers and provide financial products to meet customer needsEnsuring the highest levels of service to the client / HNI customersAchieving the business targets assigned in terms of up selling client's Products, enhancing and upgrading the Client Net worth relationships
Relationship Manager • Delhi, Delhi, India