Relationship Manager - Mutual Fund

53

Applications

Mumbai
Full-Time
Junior (1 to 3 years)
2L - 5L (Per Year)
Posted on Nov 28 2022

About the Job

Skills

Analytical Skills
Portfolio Management

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. 

 

Responsibilities

  1. 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.
  2. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships.
  3. Profiling customers and provide financial products to meet customer needs
  4. Ensuring the highest levels of service to the client /HNI customers
  5. Providing Investment planning and advice.
  6. Achieving sales and revenue targets spread across product mix
  7. One point contact for the assigned customer
  8. Acquisition & Servicing of HNI/UHNI customers.
  9. Present value-proposition to sales leads and current customers
  10. Prospect for new sales leads and close sales


Qualifications

  • 2-4 years' of client relationship experience from Investment Banking, Venture Capital, Private Equity
  • Function Area - Sale /Trading, Asset & Wealth Management
  • Ability to manage multiple projects and clients
  • Strong communication and interpersonal skills
  • Education - Graduate


Call / whatsapp on 9987452134


About the company

OneInsure is the online avatar of Robinhood Insurance Broker Pvt. Ltd., a leading IRDAI-licensed Insurance Broking Firm that was founded in 2008 by IIT and IIM alumni. OneInsure.com offers a comprehensive range of insurance products (life insurance and general insurance) from all leading insurance companies and is used for easy comparison and knowledge-sharing of products by thousands of custom ...Show More

Company Size

501-1000 Employees

Headquarter

Mumbai

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