Job Description

Urgent Requirement for SR.Relationship Manger .

Roles and Responsibilities:
Based on your experience and company's profile you will be responsible for some/all of the following:-
Procuring the potential clients through networking, database, market analysis and references.
Generating cross-sell revenue and doing 360 degree financial planning by wealth management.
Managing and improving relationship values through clienteling.
Liaison with operations team to resolve queries and revenue generation.
Comply with organizational guidelines and norms.
Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.
Achieving financial goals and maintaining organization brand value.

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Skills

Relationship Management , Wealth Management , Mutual Funds , Life Insurance ,

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Qualifications

• Graduates
• Post Graduates