Job Description

Below is the JD :

To up the products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.

· Achieving the business targets, 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

· Acquisition & Servicing of HNI/UHNI customers
  • Experience

    3 - 15 Years

  • No. of Openings

    20

  • Role

    Relationship Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

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