Relationship Manager (mutual Fund)

Year    MH, IN, India

Job Description

To promote all the product line of AMC Mutual Fund

To up sell AMC Mutual Fund products to Retail/HNI Clients

To generate fresh leads and acquire clients through reference to shore up the clientele

To achieve sales and revenue targets spread across product mix

To achieve the business targets assigned in terms of up selling AMC Mutual Fund Products enhancing

and upgrading the Client Net worth relationships

Profiling customers and provide Investment plan & financial advice to the client/HNI clients

Ensuring the highest levels of service to the client /HNI clients

One point of contact for the assigned client

To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients

through regular weekly / monthly calls

Qualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI



Certification (Mandatory): Must be NISM Certified



Desired Skill:

Should possess effective communication and presentation skills

Ability to convince and negotiate with a confident and determined approach

Should be highly self motivated and ambitious in achieving goals

Should be capable of thriving in the competitive market

Should be able to work in team and also perform independently

Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products of ICICI group. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management].

To manage customers in the branch or through client visits & provide Financial / Investment Advisory, Develop new relations through referencing & other sources.

To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization.

Job Type: Full-time

Pay: ?50,000.00 - ?75,000.00 per month

Work Location: In person

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Job Detail

  • Job Id
    JD3844046
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    MH, IN, India
  • Education
    Not mentioned
  • Experience
    Year