Manager/Senior Manager - Relationship Manager - Wealth Management - HNI

- Develop new customer relationships adhering with set guidelines of Relationship Manager Business Development.

- Direct strategically customer supporting campaign management and marketing operations.

- Report existing and future brands leveraging centralized relationship database.

- Researching the latest products and regulations and identify for new sales opportunities

- Provide Financial advisory service to clients on investment opportunity through various Financial instruments like -Mutual Funds, Insurance, Equity, bonds etc.,

- Preparation and execution of financial planning according to the Financial Goal of individual