Relationship Manager ( HNI Client Handling)

Job Description

Greetings from APEX SERVICES Role- Relationship Manager ( HNI )CTC- upto-12 LPA incentive other benefitBranch DealingROLES & RESPONSIBILITIES:
1. The Relationship Manager will be responsible for bringing their existing clients (Affluent
2. Super Affluent) and building a strong client book.
3. Building relationships with clients & educating them about Investments
4. Maintaining client relationships and generate AUM from preferred clients.
5. Client Acquisition as per targets and cross selling of 3rd party products
6. Track the Affluent & Super Affluent Client segment in the market for new client
Acquisition
1. To coordinate with product and research team (Centralize CFP Team) for taking
investment decision for the clients.Kindly reply with your updated CV on apex.pandeypankaj@gmail.comif you are interested in the mentioned Job Role. you can call also on hidden_mobile

Keyskills :
hni client handlingwealth managementhigh net worth individualshni saleswealth advisory