Relationship Manager – Customer Engagement
1 Nos.
115230
Full Time
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 13.00 LPA
ITES / BPO / KPO / Customer Service / Operations
Banking/Financial Services
Any - Any Graduation; Any - Any Post-Graduation
Job Description:
- To up sell MF products to Retail/HNI 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 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 customers.
Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
Company Profile
A premier asset management firm in India, it specializes in delivering a diverse range of mutual fund solutions, portfolio management services, and international advisory across equity, debt, and real estate. Founded as a joint venture between leading financial institutions, it is celebrated for its consistent investor-centric approach, strong risk-adjusted performance, and countrywide reach. Responding to market evolution, it now also integrates private equity and real estate management under a unified platform.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.