Company :Leading Asset Management Company.

Role : Manager / Sr. Manager.

Location : Ghaziabad.

Primary Job Responsibilities
• Connect with HNI and UHNI, Family offices and introduce products of AMC across MF / PMS / AIF.
• Introduce MF / PMS / AIF solutions from product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same.
• New client acquisition through referrals from existing clients
• Deepen the relationship and increase the share of wallet for the company.
• Network with clients to identify avenues for new business opportunities.
• Maintain highest level of service and delivery to all clients.
• Maximize client experience by proactively sharing market updates, trends and other information.
• Ensure compliance with all regulatory requirements and company's policies processes at all times.

Knowledge Essential Skills
• Expert relationship building and relationship management skills with experience in managing the sophisticated needs of clients.
• Good knowledge of financial products.
• Consistently exceed the clients expectations by being dedicated and passionate.
• Excellent communication skills and a strong executive presence.

For any further queries, write us at [email protected] or call +919545244598

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