Relationship Manager

2 days ago


uttarakhand, India AideWiser SolTek Full time

Designation: Relationship Manager – Customer EngagementReporting to: Channel Manager – Customer EngagementLocation- Dehradun ,Gorakhpur, Moradabad, BareillyCTC :- up to 12 LPAExperience: 6 to 10 yearsResponsibilities:-To up sell Prudential MF products to Retail/HNI Clients as per the assigneddatabase, 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 needsEnsuring the highest levels of service to the client /HNI customersProviding Investment planning and adviceAchieving sales and revenue targets spread across product mixOne point contact for the assigned customerAcquisition & Servicing of HNI/UHNI customers.preference to NISM Certified candidates with experience in managing Retail/HNIClients, with in depth knowledge of Mutual Funds.


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  • Relationship Manager

    3 weeks ago


    Uttarakhand, India InsuranceDekho Full time

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    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...

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    19 hours ago


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  • Uttarakhand, India AideWiser SolTek Full time

    Designation: Relationship Manager – Customer EngagementReporting to: Channel Manager – Customer EngagementLocation- Dehradun ,Gorakhpur, Moradabad, BareillyCTC :- up to 12 LPAExperience: 6 to 10 yearsResponsibilities:-To up sell Prudential MF products to Retail/HNI Clients as per the assigneddatabase, generation of fresh leads through reference to shore...


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