Job Description

Co.: Asset Management

Location: Chandigarh

Designation: Relationship Manager-HNI

Product: Mutual Fund

Job Role:

Business Management and achieving the set target

o Drive the business by targeting HNI Clients.

o Build a strong connect with target audience for maximizing the mind share and market share.

o Synergize with all relevant verticals for achieving the desired objective.

o Work on customized solution by offering Combo products. Build strong Client Relationship

o Maintain excellent relationship with existing clients and expansion of key clients

o Ensuring high volume of business in the given location/segment to achieve the desired gross sales.

o Develop and maintain key new client base.

Compliance on all regulatory rules

o Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements

o Ensure all SEBI/AMFI rules and regulations are strictly complied.

Create a Strong mind Recall for AMC

o Organize meetings with Fund manager/CEOs and Head of Sales.

o Disseminates updates and other product related information in timely manner

o Push for reference of their relatives and social circle.

o Be the wealth one stop solution for investor for all investment related Needs.

Job Types: Full-time, Permanent

Pay: ?600,000.00 - ?800,000.00 per year

Benefits:

• Cell phone reimbursement
• Health insurance
• Life insurance
• Paid time off
• Provident Fund

Schedule:

• Day shift
• Morning shift

Supplemental Pay:

• Commission pay
• Performance bonus
• Yearly bonus

Application Question(s):

• do you have experience in mutual fund sales?

Experience:

• total work: 3 years (Preferred)

Work Location: In person