Relationship Manager - Wealth - Ahmedabad - Iscon Emporio - JM

Relationship Manager - Wealth role involves addressing HNI clients' investment requirements, developing marketing plans, and deepening relationships through cross-selling and customer profiling.

Requirements

• Address HNI clients for investment requirements
• Assisting the development and implementation of marketing plans
• 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

Benefits

• Employee benefits not specified