Hiring For Mutual Fund Sales- Portfolio

2 weeks ago


Manila, National Capital Region, Philippines Avani Consulting Full time

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

Reach Out Through whatsapp/Mail-


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