Senior Relationship Manager/Relationship Manager - BFSI

Sr. Relationship Manager/ Relationship Manager - Private Clients Group

- Acquire, develop and oversee relationships with UHNI Clients with an annual revenue potential of 10 lacs and above

- Client Management; Help close deals with large clients, identify new market opportunities, cultivate and deepen client relationships and partnerships that add value

- Monitor and analyze performance metrics and suggest

Improvements :

- Aim to maximize the wallet share of the client through equity and cross sell products like MF, Insurance (only ULIP) , PMS , AIFs etc

- Understand research and update oneself on available investment opportunities in line with market

- Servicing clients across the entire basket of products comprising of Equity, Funding and investment products