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Relationship Manager High Net Worth individual

2.00 to 4.00 Years   Mumbai City   29 Feb, 2020
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryEducation / Training
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

  • Responsible for acquisition & servicing of High Net Worth individual and corporate clients.
  • Accountable for handling portfolios of HNI clients for equity.
  • Responsible for identifying customer needs and assessing their risk appetite.
  • Responsible for achieving targets as assigned by the organization.
  • Deepen the relationship by Cross selling other financial Products and Services according to Customer Needs.
  • Enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs and retaining the relationship.
  • Responsible for continuously tracking market trends and customer requirements and providing regular updates to the clients.
SKILLS AND TRAITS
  • Excellent Communication & Presentation skills.
  • Must have existing client relationships in the market.
  • Should be a self-starter, proactive & target oriented.
  • Should possess strong networking & relationship building skills.
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Keyskills :
sales marketing insurance customerrelations banking crossselling financialproducts relationshipbuilding customerrequirements markettrends net hni risk selling servicing presentation communication Branch etw king

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