▷ (Apply in 3 Minutes) Relationship Manager - Hni Sales - Bank (1-4 Yrs) Surat/ahmedabad/rajkot/gujarat (bfsi Sales)

1 week ago


Jamnagar, India Tekpillar Full time

Roles Responsibilities - The Client Relationship Manager will be tasked with cultivating relationships with their current clientele Affluent Super Affluent and establishing a robust client base - Cultivating and nurturing client connections while driving Assets Under Management AUM from preferred clients - Providing investment guidance to Affluent clients and overseeing their financial portfolios with a focus on expanding existing client engagement - Monitoring the Affluent Super Affluent Client sector within the market to identify potential new clients - Researching exploring and keeping clients informed about available investment opportunities and financial market trends to assess their suitability for client portfolios - Collaborating with the product and research team Centralized CFP Team to make investment decisions for clients - Facilitating and participating in seminars workshops and other initiatives aimed at business development Candidate profile - Minimum 6 months experience in handling HNI Relationships Sales Financial Planning of HNI - Clients from the BFSI sector with good business market knowledge - HNI Client Acquisitions and Relationship Management service - Ability to inspire trust and confidence in clients General Competencies - Positive attitude socially effective high level of perseverance and patience- Assertive hardworking- Result oriented- Strong analytical skills and ability to work in teamsFor more information Shraddha Patel HR team8488833693 ref updazz com



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