Responsibilities:

To promote all the product line of AMC Mutual Fund

To up sell AMC Mutual Fund products to Retail/HNI Clients

To generate fresh leads and acquire clients through reference to shore up the clientele

To achieve sales and revenue targets spread across product mix

To achieve the business targets assigned in terms of up selling AMC Mutual Fund Products enhancing

and upgrading the Client Net worth relationships

Profiling customers and provide Investment plan & financial advice to the client/HNI clients

Ensuring the highest levels of service to the client /HNI clients

One point of contact for the assigned client

To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients

through regular weekly / monthly calls

Qualification & Experience: Graduate/Post Graduate/MBA with minimum 1 years of experience from BFSI

Certification (Mandatory): Must be NISM Certified

Desired Skill:

Should possess effective communication and presentation skills

Ability to convince and negotiate with a confident and determined approach

Should be highly self motivated and ambitious in achieving goals

Should be capable of thriving in the competitive market

Should be able to work in team and also perform independently

Relationship Manager B2B Mutual Funds Sales