Portfolio Relationship Manager - AMC

Responsibilities : -

• To up-sell MF products to Retail / HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
• Achieving the business targets assigned in terms of up-selling , enhancing and upgrading the Client Net worth relationships.
• Profiling customers and provide financial products to meet customer needs
• Ensuring the highest levels of service to the client / HNI customers
• Providing Investment planning and advice
• Achieving sales and revenue targets spread across product mix
• One point contact for the assigned customer
• Acquisition & Servicing of HNI / UHNI customers.
• Preference to NISM Certified candidates with experience in managing Retail / HNI Clients, with in depth knowledge of Mutual Funds.

Interested candidates please share CV's to