Sr Relationship Manager -Wealth

Key Responsibilities :

Client Acquisition and Relationship Management :

• Engage with HNI clients to understand and address their investment requirements.
• Offer a comprehensive range of investment products including Debt, Structured Products, Equities, Mutual Funds, Fund-based Real Estate, and other suitable options.
• Acquire and manage a portfolio of HNI clients.
• Profile clients and provide tailored financial solutions to meet their needs.
• Deepen client relationships through cross-selling of financial products and services.
• Enhance and retain client profitability by increasing wallet share.
• Ensure portfolio profitability by generating high income per client.
• Acquire new clients through referrals and active networking to contribute to business growth.

Marketing and Business Development :

Financial and Product Expertise :

Skills Required

Client Acquisition, Relationship Management, Hni Client Handling