Relationship Manager

Vadodara - India

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

* 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.

* 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 financi...