Relationship Manager Mutual funds

A legacy of 20+ years AMFI registered Mutual Fund Distributor and Financial Intermediary for various Investment & Insurance products. Amongst the top 0.5% registered Mutual Fund Distributors in India by AUM out of a total universe of more than 1.25lakh distributors. We manage the personal finances of 800+ families and 6000 + financial dreams. Near 100% client retention rate. Complete suite of Conventional & Alternative Investment & Insurance Products.Job ProfileJob Profile & Responsibilities:A) Key Responsibility Area Client Sourcing Periodical Financial Review Day to Day Coordination between Client & Operations Up sell and Cross sell Renewals of Investment & Insurance ProductsB) Key Performance Indicator New Client Conversion Client Retention New Client Referrals Product Sales Outcomes 100% Renewals 100% Client Wallet ShareQualifications CFP/ NISM Level-1 & Level-2 Registered Investment Advisor Certification & NISM V-A MF Certification Other Skills-Advanced working knowledge of Excel, Basic Knowledge of Word & Power Point, Good written and spoken English Good written and spoken English Working Days -Time6 days working time : 9:30-6:30Recruiter Instructionns company strenght 20-25 employess Desired Candidate Profile Willingness to make a long term career in Wealth ManagementAttributes of Trust, Integrity, Self Starter, Closure Focus, Customer FocusWillingness to Learn, Attention to Detail, Team Player1 to 3 years relevant work experience with a AMFI registered Mutual Fund Distributor or Mutual Fund House