Co- Asset Management

Location- Chandigarh & Jaipur

Designation- Relationship Manager- HNI Sales

Product- Mutual Fund

Job Role-

Business Management and achieving the set target

o Drive the business by targeting HNI Clients.

o Build a strong connect with target audience for maximizing the mind share and market share.

o Synergize with all relevant verticals for achieving the desired objective.

o Work on customized solution by offering Combo products.

Build strong Client Relationship

o Maintain excellent relationship with existing clients and expansion of key clients

o Ensuring high volume of business in the given location/segment to achieve the desired gross sales.

o Develop and maintain key new client base.

Compliance on all regulatory rules

o Provide strategic support for service excellence and ensure

compliance on all regulatory and internal audit requirements

o Ensure all SEBI/AMFI rules and regulations are strictly complied.

Create a Strong mind Recall for AMC

o Organize meetings with Fund manager/CEOs and Head of Sales.

o Disseminates updates and other product related information in timely manner

o Push for reference of their relatives and social circle.

o Be the wealth one stop solution for investor for all investment related Needs.