Relationship Manager/Senior Relationship Manager - Wealth Services

Relationship Manager/Senior Relationship Manager - Wealth

IMP: Wealth domain exp is must for this role.

- Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products.

- Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.

- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.

- This role is to acquire B2C or B2B clientele & build a portfolio thereon.