Relationship Manager

Designation : Relationship Manager – Customer Engagement

Reporting to : Channel Manager – Customer Engagement

Location- Dehradun ,Gorakhpur, Moradabad, Bareilly

CTC : - up to 12 LPA

Experience : 6 to 10 years

Responsibilities : -

To up sell Prudential MF products to Retail / HNI Clients as per the assigned

database, generation of fresh leads through reference to shore up the clientele.

Achieving the business targets assigned in terms of up selling Prudential Products, enhancing and upgrading the Client Net worth relationships.

Profiling customers and provide financial products to meet customer needs

Ensuring the highest levels of service to the client / HNI customers

Providing Investment planning and advice

Achieving sales and revenue targets spread across product mix

One point contact for the assigned customer

Acquisition & Servicing of HNI / UHNI customers.

preference to NISM Certified candidates with experience in managing Retail / HNI

Clients, with in depth knowledge of Mutual Funds.