Job Description

Job Title : Relationship ManagerLocation : DelhiResponsibilities :- Promote all products within the Mutual Fund line to both Retail and High Net Worth Individual (HNI) clients.- Upsell Mutual Fund products, tailoring offerings to suit individual client needs.- Generate fresh leads and expand clientele through referrals, bolstering the client base.- Meet sales and revenue targets across product range, enhancing client relationships and elevating their net worth.- Profile clients to provide customized investment plans and financial advice, particularly to HNI clients.- Ensure the highest level of service delivery to clients, ensuring satisfaction and loyalty.- Act as the single point of contact for assigned clients, managing all their needs effectively.- Execute monthly sales plans to acquire HNI/UHNI clients, maintaining regular communication through weekly/monthly calls.Qualification & Experience :- Graduate/Post GraduateMandatory certification : NISM CertifiedDesired Skills :- Excellent communication and presentation abilities.- Strong negotiation skills with a confident and determined approach.- Highly self-motivated and goal-oriented.- Ability to thrive in a competitive market environment.- Team player with the capability to work independently.Work Status : Full TimeReporting to : Channel ManagerJoin our dynamic team in Delhi and be a part of our mission to provide top-notch financial solutions to our clients. If you have the drive and skills to excel in this role, we want to hear from you! Apply now and embark on a rewarding career journey with us. (ref:updazz.com)

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