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Relationship Manager
Relationship ManagerRECEX • Vadodara, Gujarat, India
Relationship Manager

Relationship Manager

RECEX • Vadodara, Gujarat, India
22 days ago
Job description
  • To up sell 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 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 and amp; Servicing of HNI / UHNI customers.
  • Key Skills

    Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

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    Relationship Manager • Vadodara, Gujarat, India

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