Relationship Manager
Relationship Manager
Posted on :
05-09-2025
Employer Active
1 Vacancy
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Job Description
* To up sell MF products to Retail/HNI Clients as per the assigned database generation of fresh leads through reference to shore up the clientele.
*Achieving the business targets assigned in terms of up selling 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
* Acquisition and amp; Servicing of HNI/UHNI customers.
Employment Type
Full Time
Key Skills
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