Relationship Manager

4 days ago


Delhi Gurugram Mumbai NCR, India Avani Consulting Full time

* To up sell products to Clients as per the assigned database, generation of fresh leads

*Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls

*Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling

*Achieving the business targets assigned in terms of up selling 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

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