Relationship Manager - Private Wealth - BFSI

Relationship Manager - Private Wealth

Responsibilities:

- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.

- Revenue generation through cross sell of wealth products like Insurance, Investments etc.

- Ensure quality of sourcing by acquiring Potential HNI Clients.

- Acquiring and managing both business, individual (resident and NRI) clients.

- Increase product penetration and exit barriers, by cross- selling more number of products per client.

- Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.