Relationship Manager - HNI - BFSI

We are urgently looking for a profile for HNI portfolio Manager, Who is carrying experience of 3 years to 8 years.

Education: MBA

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

Sonali Jain
Riviera Consultants