Experience- 5 to 11
Job location Mumbai Annual offered salary ₹ 7 L acs to 15Lac
Max Age Limit- 36 year
Responsibilities:-
 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 AMC 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.
experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds
Preferred candidate profile
well experienced with mutual funds, managing portfolios , HNI clients