Relationship Manager - Asset Management Company - Mutual Fund - PMS

Job Purpose: The role is to increase the client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets. Responsible for acquiring new customers from the open market and activating inactive clients Responsibilities: To achieve a monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly/monthly meetings.

Generation of fresh leads through reference to shore up the clientele Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance with focused selling Achieving the business targets assigned in terms of upselling company Products, enhancing and upgrading the Client's Net worth Profiling customers and providing financial products to meet customer needs Ensuring the highest levels of service to Corporate clients/HNI and Retail customers Providing Investment planning and advice Achieving sales and revenue targets spread across the product mix One-point contact for the assigned customer Acquisition & Servicing of Retail and HNI customers, Requirements Requirements: Compulsory Certifications: NISM V, NISM-Series-XXI-A Critical Skills Required Relationship Management minimum 5+ years Sales and Relationship Building HNI / UHNI Client Acquisition Influencing Skills Technical

• Product Knowledge Presentation skills Interpersonal skills Effective Communication Result-oriented with proper adherence to compliance Negotiation skills