Portfolio Relationship Manager - AMC

Responsibilities :-

1. 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.
2. Achieving the business targets assigned in terms of up-selling , enhancing and upgrading the Client Net worth relationships.
3. Profiling customers and provide financial products to meet customer needs
4. Ensuring the highest levels of service to the client /HNI customers
5. Providing Investment planning and advice
6. Achieving sales and revenue targets spread across product mix
7. One point contact for the assigned customer
8. Acquisition & Servicing of HNI/UHNI customers.
9. 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