Relationship Manager
2 weeks ago
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his 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.
Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients
Profiling Customers and provide financial products to meet customer needs
Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs
To Enhance & Retain customer profitability by capturing larger share of Wallet
Ensure profitability of the portfolio: Generate high Income per Customer
Acquire new customers who meet product criteria through cross-refer
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
Location - Mumbai,Delhi / NCR,Pune,Bangalore,Hyderabad,Chennai
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Relationship Manager
2 weeks ago
Mumbai, Delhi NCR, Pune, India V Konnect Full timeJob Description Key responsibilities - The Relationship Manager for is responsible for managing high value of Current And Saving accounts and enhancing relationships with business clients. - Focusing on their financial needs and providing integrated solutions. - Key responsibilities include generating incremental business through cross-selling products. -...
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Relationship Manager
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Relationship Manager
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Delhi, NCR, India PP Mutual Fund Services Full time ₹ 1,20,000 - ₹ 1,80,000 per yearThe Relationship Manager will be responsible to maintain and expand relationship with assigned & new clients for achieving sales and profitability.Acquire new clients and Increase engagement of existing client by providing complete financial planning and wealth management solutions Conduct daily sales calling with prospects and identify their financial...