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Relationship Manager
4 months ago
To acquire, develop and grow the Wealth management business opportunity through independent business partners, leading to a scalable, sustainable and profitable business. Utilization of smart products across Investments, Insurance (group platform), lending solutions and relevant, viable technology services is the key enabler. To consistently acquire new business partners, To facilitate channel development, To achieve targeted sales volume, Adherence to SOPs and Operations processes, Sales & performance Reports, To ensure effective risk management & policy adherence, Customer satisfaction management & measurement.