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18/03 Meenakshi Kumari
Recruiter at Consultancy

Views:20 Applications:8 Rec. Actions:Recruiter Actions:6

Relationship Manager - Field Sales - BFS (0-3 yrs)

Pune Job Code: 263313

- Meeting HNI Clients and fixing meetings

- Monitor and address HNI clients, Loans, PMS and Investment requirements

- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals

- Focus on business development across assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling

- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio

- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

- Ensuring client contact ability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls

- Resolution of queries for all managed clients within TAT specified

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