Relationship Manager

Role Overview

The position entails managing and expanding relationships with Retail and High Net Worth Individual (HNI) clients through a combination of customer profiling, investment advisory, and portfolio up-selling.

Key Responsibilities

• Encourage sales growth by promoting mutual fund products to assigned Retail and HNI client databases, as well as generating new client leads through referrals.
• Meet assigned business objectives by up-selling financial products and enhancing client wealth portfolios.
• Perform customer profiling to offer suitable financial solutions aligned with their requirements.
• Deliver exceptional service standards to both Retail and HNI customers ensuring satisfaction and loyalty.
• Provide comprehensive investment planning and personalized advisory services.
• Achieve revenue and sales goals across diverse financial product mixes.
• Serve as the single point of contact for all needs and inquiries of assigned customers.
• Focus on acquisition and maintenance of High Net Worth and Ultra High Net Worth clients.
• Preference is given to candidates with NISM certification and proven experience in handling Retail and HNI clientele with extensive knowledge of mutual funds.

Eligibility Criteria

Any graduate can apply for this role.