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Hiring For Mutual Fund Sales- Portfolio
2 weeks ago
Role & responsibilities
Roles and 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
- Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls
- Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
- Achieving the business targets assigned in terms of up selling ICICI Prudential 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
Preferred candidate profile
Qualification: Graduate/Post Graduate/MBA with 2 years of experience from BFSI
Perks and benefits
Annual bonuses+ Travel allowance
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