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15/05 Mrinali Tiwari
HR Recruiter at Cloudare Technologies

Views:6 Applications:8 Rec. Actions:Recruiter Actions:2

Relationship Manager - HNI Sales (3-7 yrs)

Delhi NCR Job Code: 272593

We are hiring for HNI sales for Delhi Location Below is the details for the same-

ROLES & RESPONSIBILITIES: -

- The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.

- Maintaining client relationships and generate AUM from preferred clients.

- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Track the Affluent & Super Affluent Client segment in the market for new client acquisition

- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

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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