Sr. Relationship Manager - Mutual Funds - Top AMC - HNI Client

This role is for a Senior Relationship Manager in the Customer Engagement Channel (B2C) for a top AMC. The ideal candidate will have extensive experience in mutual funds sales, managing HNI portfolios, and providing top-tier investment advice.

Key Responsibilities

• Upsell mutual fund products and other financial products to Retail/HNI clients from an assigned database.
• Generate fresh leads through references to expand the clientele.
• Achieve business targets by upselling AMC products and enhancing client net worth relationships.
• Profile customers to provide financial products that meet their specific needs.
• Ensure the highest levels of service to clients, particularly HNI customers.
• Provide comprehensive investment planning and advice.
• Achieve sales and revenue targets across a diverse product mix.
• Act as the single point of contact for assigned customers.
• Focus on the acquisition and servicing of HNI/UHNI customers.

Skills & Qualifications

• Well-experienced with mutual funds and managing portfolios.
• Proven experience in handling Retail and HNI clients.
• In-depth knowledge of Mutual Funds.
• Strong skills in client profiling, financial product recommendation, and investment planning.
• Excellent customer service and relationship-building abilities.