Head - Relationship Manager - HNI - BFSI

Relationship Manager Head

Its an Urgent Requirement :

Interview Drive will be based on shortlisting basis of your resume.

Job Responsibilities :

- Team handling for preferred Desk.

- 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 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 at any given point in time.

- To keep one self-updated on the financial markets and in advisory products / services in particular.

Sonali Jain