Relationship Manager - Asset Management Company - Mutual Fund - PMS

• To achieve a monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly/monthly meetings.
  
• Generation of fresh leads through reference to shore up the clientele
  
• Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance with focused selling
  
• Achieving the business targets assigned in terms of upselling company Products, enhancing and upgrading the Client's Net worth
  
• Profiling customers and providing financial products to meet customer needs
  
• Ensuring the highest levels of service to Corporate clients/HNI and Retail customers
  
• Providing Investment planning and advice
  
• Achieving sales and revenue targets spread across the product mix
  
• One-point contact for the assigned customer
  
• Acquisition & Servicing of Retail and HNI customers,
  

Requirements

• Sales and Relationship Building
  
• HNI / UHNI Client Acquisition
• Influencing Skills
  
• Technical - Product Knowledge
  
• Presentation skills
  
• Interpersonal skills
  
• Effective Communication
  
• Result-oriented with proper adherence to compliance
  
• Negotiation skills