Senior Relationship Manager - Wealth - Sales - Mumbai - Goregaon (E) - MM •

Job Description

Client Acquisition and Relationship Management :

• . 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.
• . Profiling Customers and providing financial products to meet customer needs.
• . Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.
• . To Enhance & Retain customer profitability by capturing a larger share of Wallet.
• . Ensure profitability of the portfolio : Generate high Income per Customer.
• . Acquire new customers who meet product criteria through cross-referral.
• . Actively network and seek referrals to expand the client base and contribute to business growth targets.

Marketing and Business Development :

Financial and Product Expertise :

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