Delhi – – 02/05/2022

Salary – Based on current CTC

Job Title

Relationship Manager

Company Profile

  • HDFC Asset Management Company Limited was incorporated as a public limited company on December 10 1999 and obtained its certificate for commencement of business on March 9 2000 from the RoC. It was approved to act as an Asset Management Company for HDFC Mutual Fund by SEBI on 3 July 2000. HDFC AMC has a diversified asset class mix across Equity and Fixed Income/Others. It has a countrywide network of branches along with a diversified distribution network comprising Banks Independent Financial Advisors and National Distributors. The Company is a subsidiary of Housing Development Finance Corporation Limited.

Job Profile & Responsibilities

  • To upsell HDFC MF products to institutional Clients.
  • Acquisition of Institutional investors 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, upgrading the Client Net worth relationships.
  • Profiling Customers and provide financial products to meet customer needs.
  • Ensuring the highest levels of service to the customers.
  • Providing Investment planning and advice.
  • Achieving sales and revenue targets spread across product mix.
  • One point contact for the assigned customer.

Preferred Qualifications

  • Graduate/Post Graduate/MBA experience from BFSI.
  • NISM ( Series-5A Mutual fund Certificate).
  • CWM Certification.

Desired Candidate Profile

  • 1-3 Years of Sales experience in managing Retail/HNI Clients, with in-depth knowledge of Mutual Funds.

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