Product Specialist-Mutual Fund sales

 To promote all the product line of Mutual Fund  To up sell Mutual Fund products to Retail/HNI Clients  To generate fresh leads and acquire clients through reference to shore up the clientele  To achieve sales and revenue targets spread across product mix  To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships  Profiling customers and provide Investment plan & financial advice to the client/HNI clients  Ensuring the highest levels of service to the client /HNI clients  One point of contact for the assigned client  To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls