Relationship Manager - Sales - Financial Products (5-9 yrs)
- Accountable for acquisition of High net worth clients
- Responsible for identifying customer needs and assessing their risk appetite
- Responsible for activation of trading accounts of clients, assisting new entrants in the equity market on the fundamentals of the market.
- Responsible for cross selling products like Insurance, Mutual funds, PMS, AIF etc to the New and Existing set of customers and building depth within the existing relationships
- Responsible for achieving targets as assigned by the organization on a monthly basis
- Provide regular updates to the immediate superior as an when required
Experience: 5years to 9 years of experience in Selling of Financial Products.
Experience in handling HNI & UHNI clients and Experience of Selling MF and Other Third-party Structured Products