Urgently Looking for Wealth Relationship Manager for Leading AMC ,Mumbai Location:

Location: Mumbai
Role Type: Individual Contributor
Experience Required: 7 to 15 Years
Industry Preference: Mutual Funds Sales, HNI Acquisition, PMS, Affluent RM, Wealth Manager
Certification: NISM VA Certified (Mandatory)
Maximum Age Limit: 36 Years

Required Skills and Qualifications:

• Proven experience in selling financial products to HNI clients.
• Strong knowledge of Mutual Funds and Wealth Management practices.
• Excellent communication and interpersonal skills.
• Strong analytical abilities and result orientation.

 Job Descriptions

1. 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
2. Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls.
3. Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
4. Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships
5. Profiling customers and provide financial products to meet customer needs 6. Ensuring the highest levels of service to the client /HNI customers
6. Providing Investment planning and advice 8. Achieving sales and revenue targets spread across product mix 9. One point contact for the assigned customer.