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Managing Director at Riviera Consultants
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Relationship Manager - HNI - BFSI (3-6 yrs)
We are hiring for the portfolio manager at Kolkata
Job Profile:
Key Job Responsibilities:
- Manage and generate cross sell revenue from preferred clients.
- Acquire preferred clients.
- Provide financial planning services to all assigned and acquired preferred clients.
- Responsible for all cross sell related servicing to assigned clients.
- Ensure client meetings as per defined norms.
- Maintain records of business on internal software.
- Liaison with Branches and other Vertical Heads for revenue generation and query resolution.
- Ensure compliance as per various regulator and organization guidelines.
Other Job Responsibilities:
- Market Intelligence - Identify potential threats and opportunities.
- Maintain a congenial work environment.
- Maintain the brand image of the organization.
Job Specification :
Experience: 3 to 4 year or more experience HNI/Corporate Relationship Management
Qualification: Post graduate/MBA specialization in Marketing
Industry : Banks, Distribution houses, Wealth Management Companies and any other organization in High Value relationships
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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