Job Description
Job Description
Roles and Responsibilities
To promote all the product line of Mutual Fund
To up sell Mutual Fund products to Retail/HNI Clients
To generate fresh leads and acquire clients through reference to shore up the clientele
To achieve sales and revenue targets spread across product mix
To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing
and upgrading the Client Net worth relationships
Profiling customers and provide Investment plan financial advice to the client/HNI clients
Ensuring the highest levels of service to the client /HNI clients
One point of contact for the assigned client
To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients
through regular weekly / monthly calls
Desired Candidate Profile
Experience- 1 to 7 year
Perks And Benefits
CTC- 3 to 8Lac
This job is provided by Shine.com
Roles and Responsibilities
To promote all the product line of Mutual Fund
To up sell Mutual Fund products to Retail/HNI Clients
To generate fresh leads and acquire clients through reference to shore up the clientele
To achieve sales and revenue targets spread across product mix
To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing
and upgrading the Client Net worth relationships
Profiling customers and provide Investment plan financial advice to the client/HNI clients
Ensuring the highest levels of service to the client /HNI clients
One point of contact for the assigned client
To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients
through regular weekly / monthly calls
Desired Candidate Profile
Experience- 1 to 7 year
Perks And Benefits
CTC- 3 to 8Lac
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager|All India position is now open for candidates interested in the Admin Executive sector. This role in Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Admin Executive is a plus.
