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Sr. Relationship Manager - Wealth - Sales - Bengaluru - Prestige Corniche -MM •

Sr. Relationship Manager - Wealth - Sales - Bengaluru - Prestige Corniche -MM •

ConfidentialBengaluru / Bangalore, India
4 days ago
Job description

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 :

  • Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
  • This role is to acquire B2C or B2B clientele & build a portfolio thereon.
  • Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients.
  • Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients.

    • Financial and Product Expertise :

  • Ensure profitability of the portfolio : Generate high Income per Customer.
  • Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.
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    Relationship Manager • Bengaluru / Bangalore, India