Relationship Manager for Pvt wealth UPTO 30 LPA

Job Description

Client Engagement Build & manage the HNI/ UHNI clients advising them on all investment and financialneeds Enhancement of portfolio size and wallet share of existing customers with strict adherence to compliance Partner with customers to understand their business needs and objectives Effectively communicate the organizations value proposition through proposals and presentations Provide regular value-added engagement with clientGenerating Revenue and Business Development Drive and Monitor Revenue and Volume TargetsMonitor and Drive consistent business with Clients Maintain the Market Mapping for each client Proactively source, acquire and expand high value customer relationship by maximizing sales and serviceopportunities. Builds an active internal network, to drive superior multi-channel/market service offering/delivery, thereby creatingnew opportunities with existing and/or new client.Sales / BDFinancial Services

Keyskills :
investment productspmsmutual fundssipacquisitionstructured products