Posted By
Posted in
Sales & Marketing
Job Code
1386356
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.
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Posted By
Posted in
Sales & Marketing
Job Code
1386356