Job Description:- 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 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. (ref:updazz.com)
