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18 Trustklub Consulting Jobs
Relationship Manager - Sales - Mutual Fund (5-8 yrs)
Trustklub Consulting
posted 3 days ago
Job Description
- To up sell Mutual Fund products to Retail/HNI/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 MF Products, 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 HNI/UHNI, Wealth customers.
Functional Areas: Other
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Strict timing
Monday to Friday
No travel
Day Shift
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