Cluster Manager in Mutual Fund Company
Waytogo Consultants Private Limited
Kolhapur, INDIA
6d ago

Responsibilities :

Planning portfolio solutions after carefully analyzing clients financial health and future requirements and also generating new business and referral clients.

To establish maintain productive, professional relationships with key personal in assigned partner accounts.

Developed and cultivated lucrative relationships with both new and existing clients through effective and exemplary interpersonal skills.

To liaise with IFAs / Banks / National Distributors. Responsible for sales in Private banking and to ensure mobilization achieved for all the schemes approved.

Planned portfolio solutions after carefully analyzing clients financial health and future requirements and also generated new business and referral clients in partnership with financial advisors and banking branches.

Used effective sales strategies to convince clients to accept proposals, resulting in increase of more than targeted sales in new business per quarter.

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