Relationship Manager

2 hours ago


Uttarakhand India, India AideWiser SolTek Full time

Designation: Relationship Manager – Customer Engagement

Reporting to: Channel Manager – Customer Engagement

Location- Dehradun ,Gorakhpur, Moradabad, Bareilly

CTC :- up to 12 LPA

Experience: 6 to 10 years


Responsibilities:-

  • To up sell Prudential MF 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 assigned in terms of up selling Prudential Products, 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.
  • preference to NISM Certified candidates with experience in managing Retail/HNI
  • Clients, with in depth knowledge of Mutual Funds.


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