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02/06 Vaishnavi
HR Business Partner at Step Up Find

Views:40 Applications:19 Rec. Actions:Recruiter Actions:14

Wealth Relationship Manager - Sales - Finance Firm (5-18 yrs)

Pune/Ahmedabad/Surat/Vadodara/Baroda/Kolkata/Bhubaneshwar Job Code: 275956

- Opportunity in Top Finance Company for Wealth Relationship Manager

Experience : Minimum 5 Years (HNI+Portfolio)

CTC : 16Lpa

Location : Pune, Surat, Ahmedabad, Indore, Vadodara, Kolkata, Bhubaneshwar

If you are interested for this kindly share your cv at WhatsApp : 7498155011

Job Description :

Roles & Responsibilities :

- Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.

- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.

- Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients

- Profiling Customers and provide financial products to meet customer needs

- Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs

- To Enhance & Retain customer profitability by capturing larger share of Wallet

- Ensure profitability of the portfolio: Generate high Income per Customer

- Acquire new customers who meet product criteria through cross-refer

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