Sr. Relationship Manager - Wealth - Delhi - Videocon Towers (9th Floor) - MM
Job Description
Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. • Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. • Ensure profitability of the portfolio: Generate high Income per Customer. • Acquire new customers who meet product criteria through cross-referral. • Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development, Financial and Product Expertise