RM- Mutual funds sales

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 needsEnsuring the highest levels of service to the client /HNI customersProviding Investment planning and adviceAchieving sales and revenue targets spread across product mixOne point contact for the assigned customerAcquisition & Servicing of HNI/UHNI customers.Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in-depth knowledge of Mutual Funds. PRB