Relationship Executive - Sales - Financial Services (0-1 yrs)
- Acquiring and managing business (HNI and ultra HNI).
- Increasing the investment AUM portfolio size.
- Ensuring adherence to compliance processes and guidelines.
- Advice clients on their product requirement to maximize their investments.
- Develop new client relations through references.
- Generate the cross selling business from existing clients by cross selling other products (Family Account, Home loan, Personal Loan, Investment - ULIP and Mutual Fund).
- Maintain and develop client relationships and periodic visit to existing clients.
- Manage and track the leads and maintain DSR on regular basis.
- Profiling Customers and provide financial products to meet customer needs.
- Ensuring the highest levels of service to the High Net Worth customers.
- Formulate outbound and inbound sales plan to acquire new customers for increasing customer base of the portfolio.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.