Relationship Manager - Mutual Funds - Kolhapur

Tetrahed; Kolhapur; On-site; INR 3,00,000 - 7,00,000; Full time

Job summary

An established industry player is seeking a dynamic professional to enhance client relationships and drive sales of Mutual Fund products. In this role, you will engage with Retail and HNI clients, providing personalized financial advice and ensuring exceptional service. Your expertise in upselling and client management will be crucial in expanding the client base and achieving business targets. This position offers an exciting opportunity to make a significant impact in the financial services sector, where your contributions will directly influence client success and satisfaction.

Qualifications

• Experience in upselling financial products to clients.
• NISM certification preferred for managing Mutual Fund clients.

Responsibilities

• Upsell Mutual Fund products to Retail/HNI Clients and generate new leads.
• Provide tailored financial products and ensure high service levels.

Skills

Upselling

Client Relationship Management

Investment Planning

Financial Advisory

NISM Certification

Job description

Responsibilities:

1. Upsell Mutual Fund products to Retail/HNI Clients based on the assigned database, and generate new leads through references to expand the client base.
2. Achieve business targets related to upselling Mutual Fund products and enhance client relationships by increasing their net worth.
3. Profile customers and offer financial products tailored to their needs.
4. Ensure the highest levels of service to clients and HNI customers.
5. Provide investment planning and advice.
6. Serve as the single point of contact for assigned customers.
7. Acquire and service HNI/UHNI customers.
8. Preference for candidates with NISM certification and experience in managing Retail/HNI clients, with in-depth knowledge of Mutual Funds.