|Post Name||Relationship Manager|
|Employment Type||Full Time|
|Work Hours||8 Hours|
|Salary||25000/- To 30000/- Per Month|
|Location||Bengaluru, Karnataka, India 560025|
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management, and Business Analytics, Financial Analyst, Wealth Management.
- Address HNI clients for investment requirements, through exclusive product bouquets and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund based Real Estate products and other Investment products.
- We assist in developing and implementing marketing plans for acquiring new customers in the corporate space and formulating acquisition initiatives.
- Acquisition and Handling of a group of HNI (High Net Worth Exclusive) Clients.
- Profiling Customers and providing financial products to meet customer needs.
- Deepen the relationship by Cross-selling to mapped broking clients and Services according to Customer Needs.
- To Enhance & Retain customer profitability by capturing a larger share of Wallet.
- Ensure profitability of the portfolio: Generate high Income per Customer.
- Acquire new customers who meet product criteria through cross-refer.