Relationship Manager

Designation: Relationship Manager – Customer EngagementReporting to: Channel Manager – Customer EngagementLocation- Dehradun ,Gorakhpur, Moradabad, BareillyCTC :- up to 12 LPAExperience: 6 to 10 yearsResponsibilities:-- To up sell Prudential MF products to Retail/HNI Clients as per the assigneddatabase, generation of fresh leads through reference to shore up the clientele.- Achieving the business targets assigned in terms of up selling 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 - Providing Investment planning and advice - Achieving sales and revenue targets spread across product mix - One point contact for the assigned customer - Acquisition & Servicing of HNI/UHNI customers. - preference to NISM Certified candidates with experience in managing Retail/HNI - Clients, with in depth knowledge of Mutual Funds.

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