Vashi Integrated - Relationship Manager

Relationship Manager

Client Management & Business Development :

• Up-sell and cross-sell with Bank Mutual Fund products to retail and HNI clients from the assigned database.
• Generate new leads and referrals to expand the client base and increase overall market penetration.
• Develop and maintain strong, long-term relationships with existing HNI / UHNI clients.

Sales & Revenue Generation :

Client Profiling & Advisory :

Customer Service & Satisfaction :

Team Handling & Leadership :

Compliance & Knowledge :

Market Research & Competitor Analysis :

Desired Skills & Experience :

Certifications : Preferably NISM certified.

(ref : iimjobs.com)