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15/01 HR
Director at Alpha Orion Consultants

Views:1433 Applications:173 Rec. Actions:Recruiter Actions:12

Relationship Manager - NBFC (2-10 yrs)

Ahmedabad/Bangalore/Delhi NCR/Hyderabad/Mumbai/Nagpur/Pune/Vadodara/Baroda Job Code: 785733

Role & Responsibilities :

Product : Mutual Fund, PMS, Handling HNI clients, Investment.

- Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through a financial planning process.

- Procuring the potential clients through networking, database, market analysis and references.

- Generating cross-sells revenue and doing 360-degree financial planning by wealth management.

- Managing and improving relationship values through clients.

- Liaison with operations team to resolve queries and revenue generation.

- Comply with organizational guidelines and norms.

- Achieving financial goals and maintaining organization brand value.

- Extended financial planning and wealth management services to mapped clients. Interact with clients, resolve their queries, and explain complex terminologies to them.

Nidhi Bhargava

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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