Job 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 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 for the assigned customer

·   Acquisition & Servicing of HNI/UHNI customers.

·         Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.