Exclusive/Pioneer Relationship Manager - BFSI

- Team management of Relationship Manager.

- Building and maintaining long term relationships, deepening relationship (growing relationship value) and growing revenues

- Focus on business development across liabilities, assets, and fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

- Conduct risk profiling of all mapped clients for better advisory on investment needs

- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing the customer base of the portfolio

- Ensuring client contact ability at all times through updation of the latest contact details in all necessary systems

- Regular contact with all mapped clients through weekly / monthly calls

- Resolution of queries of all mapped clients within TAT specified

- Ensure compliance through regular process checks and self-audit scores