Key Job Responsibilities  - Team handling of Preferred Relationship Manager's (HNI & Ultra clients)   - Provide financial planning services through products like mutual funds, structured products, insurance, asset allocation, bonds, direct equity etc.   - Acquiring high value relationships into the Preferred Client group.   - Managing relationships of HNI / UHNI clients, retaining & enhancing advisory relationships.   - To generate revenue from existing customers mapped and from new clients.   - To execute cross sell efforts as per focus of the organization for that period.   - To keep one self-updated on the financial markets and in advisory products / services in particular.

Delhi NCR

Mumbai

Preferred RM Head - HNI/UHNI - BFSI  

Preferred RM Head - HNI/UHNI - BFSI   ,Job Description for Preferred RM Head - HNI/UHNI - BFSI   in Hector & Streak Consulting Pvt Ltd in  Delhi NCR Mumbai for (8-10) years of experience. Apply Now!

Job Description for Preferred RM Head - HNI/UHNI - BFSI   in Hector & Streak Consulting Pvt Ltd in  Delhi NCR Mumbai for (8-10) years of experience. Apply Now!