Relationship Manager Digital Sales – Customer Engagement – Job Vacancy in Mumbai – Mutual Funds

Job Vacancies in Mumbai

Number of Positions: 70

Candidates preferred – Graduates or Post Graduates with 6 months to 2 years experience or more in Banking, Insurance, Broking, NBFC’s, AMC, Securities

Job Description-

• Generate business from the mapped customer base and building relationship with existing customers.
• Risk Profiling of investors & then build financial plan accordingly
• Increase the AUM book by 20% in a year.
• Acquisition of new investors through referrals and lead generation campaigns
• Servicing and cross selling of various funds. Retention of money through fund house views and knowledge update on market.
• Segmenting the investors based on their age, geography, etc and recommending the products based on their risk appetite.
• Achieving Productivity targets on monthly and YTD basis.
• Ensuring strict adherence to service and quality benchmarks, and world class service experience for customers.
• Enhancing Knowledge through market news, outlook and other online & offline knowledge resources.
• Anticipating, understanding and addressing the changing needs of customers.

Location: Mumbai – Andheri, Thane & Goregaon

CTC – Up-to 3.5 Lacs Plus Reimbursements and Performance Bonus

Share CV on what’s app at 7011620662 OR 8010280101 and also on mail at we.care@nirmalgyan.org