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Sr. Relationship Manager - Leasing
ConfidentialDelhi NCR, Delhi30+ days ago
Job descriptionEnsure high income per customer and strong wallet share retention Collaborate with internal teams to deliver compliant and effective solutions Stay current on market trends and financial regulations Cross-sell and upsell products aligned to client profiles and goals
Key Deliverables :
- Acquire and manage HNI client relationships through tailored investment offerings
- Analyze and optimize portfolio performance to maximize profitability
- Provide expert financial advisory across equities, debt, real estate, and MF products
- Drive business development via referrals, micro-events, and corporate tie-ups
Role Responsibilities :
Skills Required
Wealth Management, Portfolio Management, Client Acquisition, Business Analytics, investment products
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Relationship Manager • Delhi NCR, Delhi