Mutual Fund Sales in Direct Channel
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What you'll do
- To up sell MF products to Retail/Wealth 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 , enhancing 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 wealth UHNI customers.
What they're looking for
- Experience in managing Retail/Wealth Clients
- In-depth knowledge of Mutual Funds
Nice to have
- NISM Certified candidates
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
To up sell MF products to Retail/Wealth 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 , enhancing 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 wealth UHNI customers.
Preference to NISM Certified candidates with experience in managing Retail/Wealth Clients, with in depth knowledge of Mutual Funds.
Company
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