JD’s Wealth Advisory Hiring for Mutual fund Relationship Manager Job at Ahmedabad Full Time

To up sell ICICI Prudential 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 ICICI Prudential 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 customers.

Job Types: Full-time, Part-time, Regular / Permanent, Fresher, Internship

Salary: ₹15,000.00 – ₹25,000.00 per month

Benefits:

• Flexible schedule

Schedule:

• Day shift

Supplemental pay types:

• Performance bonus