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Lavika

Recruiter at Rekrut India

Last Login: 21 May 2022

Job Views:  
87
Applications:  22
Recruiter Actions:  3

Job Code

1081978

Relationship Manager - HNI - BFS

2 - 7 Years.Bangalore
Posted 2 years ago
Posted 2 years ago

Relationship Manager- HNI


1.Acquire quality clients through networking, database, market intelligence and references from existing clients.

2. Generate Cross Sell revenue through Financial Planning.

3. Promote Focus Product of the month.

4. Maintain records of business on internal software.

5. Induct new clients to the Central Dealing Desk for smooth interaction and services.

6. Liaison with Central Dealing Desk for revenue generation and query resolution.

7. Conduct activities for Client Acquisition and Financial Planning.

8. Ensure compliance as per various regulator and organization guidelines.

9. Maintain the brand image of the organization.

10. Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services.

HOW TO APPLY?

whats app at 8618449749

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Posted By

user_img

Lavika

Recruiter at Rekrut India

Last Login: 21 May 2022

Job Views:  
87
Applications:  22
Recruiter Actions:  3

Job Code

1081978

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