Wealth Manager

Experience- 5 to 11 Job location Mumbai Annual offered salary ₹ 7 L acs to 15Lac Max Age Limit- 36 year 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 AMC 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 contact for the assigned customer  Acquisition & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profile well experienced with mutual funds, managing portfolios , HNI clients