Relationship Manager at Zodiac HR
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HNI Relationship Manager - Bank (4-13 yrs)
- Managing/Ultra/ Super HNI Clients, retaining & enhancing advisory relationships.
- Advising clients to build a strong portfolio through asset allocation process mainly into equities & mutual funds based on short to the long-term holding period Partners activation.
- Assist channel partners to transact digitally.
- Single point of contact for Partners relationships virtually.
- Strive to achieve business targets as per assigned portfolio.
- Cross-sell all financial products through Partners.
- Coordinate with Partners for product and sales support.
- Interact with partners for product training, and advisory to keep channel partners active & increase revenue. Understand and resolve partner queries end to end in coordination with ops and product team Client network development.
