Relationship Manager - HNI - BFSI

Job Role:

- Manage portfolio for HNI client's across all investment avenues - financial instruments and real estate investment.

- Advising on client's portfolio on the basis of their risk appetite, asset allocation, life style, market movements and their financial requirements.

- Review client's portfolio regularly and coordinate with them for required changes.

- Manage relationship to improve relationship value of existing clients. Serving clients by providing smooth and super service delivery.

- Develop new relations through referencing.

- Ensuring regular updation of call reports in a relevant system.

Education:

MBA/PGDM (Finance)