Wealth Relationship Manager - HNI Sales

1. Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution.

2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

3. Daily meetings with clients.

4. Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution.

5. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth

6. He is also responsible for selling Insurance.