01Overview
Understand Clients Investments needs.
- 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.
- 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.
- Managing Mutual Funds transaction processing for clients
- Updating of CRM and various other systems
- Creating MIS, Reports, end of day reports
- Relationship management with fund house RMs
- Prepare Financial plans for clients and presenting them.
- Meeting Targets and Client Retention goals.
- Answer clients questions, address concerns and resolve them as per SLAs
- Regularly review clients portfolio and have continuous engagement.
- Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients
- Working on purchase/redemption/switch order processing of mutual funds and using the BSE STAR MF platform.
- Continuous communication with clients to stay up to date with their financial status - Building and maintaining your client base.
Compensation: 25,000.00 - 40,000.00 per month
Advantages:
- Health insurance
Schedule:
- Day shift
Experience:
- total work: 1 year (preferred)
- mutual funds: 1 year (preferred)
Work Location: In person
Speak with the employer
+91 8800995981 .
