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04/11 Shamik Deb
Managing Partner at ProntoeHR Services

Views:113 Applications:38 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.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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