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04/11 Shamik Deb
Managing Partner at ProntoeHR Services

Views:104 Applications:32 Rec. Actions:Recruiter Actions:12

Relationship Manager - Customer Engagement - Bank (1-4 yrs)

Delhi Job Code: 97092

To up sell the AMC's products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.

- Achieving the business targets assigned in terms of up selling the AMC's Products, enhancing and upgrading the Client Net worth relationships.

- Profiling customers and provide financial products to meet customer needs

- Ensuring the highest levels of service to the client /HNI customers

- Providing Investment planning and advice

- Achieving sales and revenue targets spread across product mix

- One point contact for the assigned customer

- Acquisition & Servicing of HNI/UHNI customers.

- Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

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