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Kolkata, India
iimjobs
Full time
– To up sell MF products to 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 Mutual fund 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 /wealth client.
– Providing Investment planning and advice
– Achieving sales and revenue targets spread across product mix
– One point contact for the assigned customer
– Acquisition & Servicing of Ultra HNi and Imperia Wealth Client
– Preference to NISM Certified candidates with experience in managing wealth client with in depth knowledge of Mutual Funds.
