Relationship Manager

3 weeks ago


MumbaiHyderabadBangaloreChennaiAhmedabadVadodaraBarodaSuratGujarat, India iimjobs Full time
Relationship Manager - Private Wealth

Responsibilities:
Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.

  • Revenue generation through cross sell of wealth products like Insurance, Investments etc.
  • Ensure quality of sourcing by acquiring Potential HNI Clients.
  • Acquiring and managing both business, individual (resident and NRI) clients.
  • Increase product penetration and exit barriers, by cross selling more number of products per client.
  • Performing Portfolio allocations, reviews & financial checkups for each client at defined frequency.

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