Optimum Future Hiring for Portfolio Manager For Leading Mutual Funds Company(AMC) at Dhanbad, Jharkhand, India

Designation: Portfolio Manager

Location: Muzaffarpur Dhanbad

Salary – 4 Lacs to 5.50 Lacs

Experience Required: 3-10 Years of experience in Banking, Securities, Mutual Funds Distribution House,, AMC, Burgundy RM, Affluent RM,Wealth Manager,

Candidate must be NISM certified,

Job Description

• 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 MF 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

If interested please Call to 9967054099

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