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Chief Consultant at Manzil HR Services
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Country Head - UHNI/HNI - Investment Bank (15-25 yrs)
- The Country head (UHNI) will be responsible for nurturing HNI client relationship through continuous engagements and risk profiling through his team.
- The Head will be responsible for identification of potential customers and providing them customized solution as per their requirements.
- The position entails client management and acquisition with a key focus on expanding the asset under management.
- Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs.
- The center of all client engagements will be to ensure superior customer experience.
Key responsibility :
- Provide financial solution to the Wealth Customers while maintaining high service standards.
- Maintain complete customer profile including risk profile, demographics, investment horizon & return expectations.
- Enrich relationships and gain higher wallet share through customer engagement activities.
- Deepen the existing relationships by cross selling the Investment Banking products (structured) along with third party investment products.
- Identify potential customers who can be sold tailored products to enhance product penetration.
- Acquire new customers-Through his/her team.
- Achieve targets as assigned by the organization monthly.
- Record and track all engagement activities through the CRM system.
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