Role: RM - Privy League
CTC & Grade - M4/M5 - CTC max would be 12 L/pa
- Relationship deepening, cross selling and Acquisition and service portfolio and wealth management - HNI Client
- Create and support client retention strategies for existing HNI customer base and for new customers.
- Strengthened working relationships with clients, utilizing excellent communication techniques.
- Customer care skills - Solutions oriented and results driven attitude.
- Strive for success and growth.
- Proficient in Microsoft Word, Excel, PowerPoint, Microsoft Project and SharePoint.
Objective Statement - Develop and implement account plans that build a strong long-term relationship with clients.
- Handling HNI Clients for their Investment Related Products Currently dealing with HNI clients providing the products Like Saving Account,Current Account,FD,Mutual Fund, Insurance,Home Loan,Car Loan,LAP,LAS IPO's, Bonds,PMS,Demat,Wealth Management.
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