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Strategic Client Relationship Manager
3 weeks ago
- Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
- Address high net worth clients for investment requirements, through exclusive product offerings and superior service delivery to assist clients in achieving their 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.
- Assist in the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
- Acquire and handle a group of high net worth clients.
- Profile customers and provide financial products to meet customer needs.
- Deepen relationships by cross-selling to mapped broking clients and services according to customer needs.
- To enhance and retain customer profitability by capturing a larger share of wallet.
- Ensure portfolio profitability: generate high income per customer.
- Acquire new customers who meet product criteria through cross-referencing.
- MBA/PGDBA/PGPM or equivalent; AMFI/NISM, IRDA certified.
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