Responsibilities:-
xefx82xb7xefx80xa0To up sell MF products to Retail/HNI Clients, generation of fresh leads through reference to shore up the clientele.
xefx82xb7xefx80xa0Achieving the business targets assigned in terms of up selling, enhancing and upgrading the Client Net worth relationships.
xefx82xb7xefx80xa0Profiling customers and provide financial products to meet customer needs
xefx82xb7xefx80xa0Ensuring the highest levels of service to the client /HNI customers
xefx82xb7xefx80xa0Providing Investment planning and advice
xefx82xb7xefx80xa0Achieving sales and revenue targets spread across product mix
xefx82xb7xefx80xa0One point contact for the assigned customer
xefx82xb7xefx80xa0Acquisition & Servicing of HNI/UHNI customers.
xefx82xb7xefx80xa0Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
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