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23/06 Himanshi Pathak
Principal Consultant at Rekrut India

Views:10 Applications:8 Rec. Actions:Recruiter Actions:7

Relationship Manager - Affluent Sales - Bank (5-14 yrs)

Delhi/Delhi NCR/Gurgaon/Gurugram Job Code: 219877

Responsibility:

- 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.

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