Head at PMS Consulting
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Relationship Manager - HNI/UHNI Segment - Bank (1-4 yrs)
- Main activity is sourcing various types of Savings Accounts, Current Accounts, Demat Accounts.
- Revenue Generation from Cross-selling of Investment products like Mutual Funds and Life Insurance, Also sourcing, Credit Cards, General Insurance and asset products.
- Interacting and building Relationships with HNI Clients.
- HNI/UHNI Clients Acquisition and Engagement
- Have been instrumental in HNI/UHNI Clients acquisition through various Promotional Events / Group Presentations etc and then servicing them and deepening the book size through regularly tracking clients- investments requirements through various client engagement strategies
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