Posted By
Posted in
Sales & Marketing
Job Code
1219082
- The Relationship Manager will be Responsible for Acquiring Preferred clients (HNI, Super HNI and Ultra HNI)
- Maintaining client relationships and generate AUM (Mutual Funds, Bonds, FDs, PMS, Secondary Debt, Gold, Real Estate etc ) from preferred clients.
- Advising HNI, Super HNI and Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the HNI, Super HNI and Ultra HNI Client segment in the market for new client acquisition
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To conduct and assist in organizing seminars, workshops and other business development activities.
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Posted By
Posted in
Sales & Marketing
Job Code
1219082