Job Description
This role is for a Relationship Manager specializing in Customer Engagement for a leading AMC. The ideal candidate will focus on upselling mutual fund products to Retail and HNI clients, generating new leads, and providing top-tier investment planning and advice.
Key Responsibilities
- Upsell AMC mutual fund products to Retail and HNI clients from an assigned database.
- Generate fresh leads through references to expand the clientele.
- Achieve assigned business targets by upselling AMC products and enhancing client net worth relationships.
- Profile customers to provide tailored financial products that meet their specific needs.
- Ensure the highest levels of service to both Retail and HNI customers.
- Provide comprehensive investment planning and advice
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