Principal Consultant at Rekrut India
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Relationship Manager - Affluent Sales - Bank (5-14 yrs)
- Focusing on increasing the Total Relationship Value (TRV) and Assets Under Management (AUM) of customers as per the business objectives.
- Responsible for client profiling and sharing in house calls and other information to mapped clients.
- Periodic presentation to HNIs/UHNIs Client Base on Investments in Mutual Funds across all Asset Class for organizational business enhancement.
- Portfolio review of client portfolio.
- Responsible for working closely with product and marketing teams to drive campaigns in respective Market areas.