Relationship Manager - BFSI
Location: Bangalore
Key responsibilities :
- To Maintain good relationships with HNI Clients and NRI clients so that the business Liabilities, Assets and TPP and cross-sell can maximize the value of those relationships.
- To Participate in one-on-one meetings with clients to explain services in an effort to guide their choices.
- To Grow the business by identifying new sales and business development opportunities and to seek opportunities to Cross selling ( Investment/Wealth Management in Particular ) or upsell to existing clients.
- To Monitor and assess activities of our competitors to proactively satisfy and retain our clients.
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