Relationship Manager - Sales - Mutual Fund (2-7 yrs) Mumbai/Navi Mumbai/Thane (BFSI Sales)

Talent Stock Solution

  • Navi Mumbai, Maharashtra
  • Permanent
  • Full-time
  • 1 month ago
Relationship Manager Responsibilities :- Promote all product lines of Mutual Funds.- Upsell Mutual Fund products to Retail/HNI Clients.- Generate fresh leads and acquire clients through references.- Achieve sales and revenue targets across product mix.- Enhance and upgrade Client Net worth relationships.- Profile customers and provide investment plans & financial advice.- Ensure the highest levels of service to clients.- Act as a single point of contact for assigned clients.- Execute monthly sales plans to acquire HNI/UHNI clients.- Maintain regular contact with all mapped clients.Qualification & Experience :- Graduate/Post Graduate/MBA with a minimum of 2 years of experience in BFSI.Mandatory certification : NISM Certified.Designation :- Relationship ManagerDesired Skills :- Effective communication and presentation skills.- Ability to convince and negotiate confidently.- Self-motivated and ambitious in achieving goals.- Ability to thrive in a competitive market.- Team player with the ability to work independently.Work Status :- Full TimeReporting To :- Channel ManagerSamira ShaikhTalent Acquisition ExecutiveContact: +91 8454005326Website: - www.talent-stock.com (ref:updazz.com)

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