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21/03 Amit Kapoor
Chief Consultant at Manzil HR Services

Views:258 Applications:16 Rec. Actions:Recruiter Actions:11

Senior Relationship Manager - HNI - Investment Bank (6-18 yrs)

Pune/Mumbai/Noida Job Code: 1236509

- Use financial acumen and investment expertise to review a clients information, work closely client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience.

- Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

- Focus on business development and achieve growth in relationship value, revenues & improve client stickiness

- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling

- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio

- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

- To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance.

Women-friendly workplace:

Maternity and Paternity Benefits

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