Live opening · Posted 1 day ago

Wealth Manager

Top Asset Management · Mumbai, Maharashtra, India (On-site)

Linkedin No

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At a glance

The key details from the original listing.

Posted 1 day ago

CompanyTop Asset Management

LocationMumbai, Maharashtra, India (On-site)

Salary700K INR/yr - 1.5M INR/yr

Work modeNo

SourceLinkedin

Listed1 day ago

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About the role

Description supplied by the original job listing.

Experience- 5 to 11
Job location mumbaiAnnual offered salary₹ 7 Lacs to 15Lac
Job description
Relationship Manager
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

Work arrangement
No

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