Wealth 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