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20/09 Saumya Pimple
HR Recruiter at Tekpillar Services

Views:3 Applications:3 Rec. Actions:Recruiter Actions:0

Senior Relationship Manager - Sales - BFS (5-6 yrs)

Mumbai/Navi Mumbai/Thane Job Code: 292676

Summary : Responsible for building and managing relationships with high-net-worth individuals, affluent clients, or top-tier corporate accounts. The primary objective is to provide personalized financial guidance and investment solutions tailored to the unique needs and goals of these elite clients.

Responsibilities :

- Manage relationships with high-net-worth clients.

- Offer personalized financial advice and wealth management solutions.

- Monitor and adjust investment portfolios.

- Ensure compliance with regulations.

- Identify opportunities for business growth.

- Provide regular performance updates to clients.

Candidate Profile :

- Any Graduate.

- Excellent communication skills.

- Increase Book size.

- HNI Customer handling.

- CASA Experience.

Contact Person : Saumya Pimple
Contact Number : 9054510349

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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