Job Description
Job description
URGENT HIRING for Relationship Manager- HNI
Location: Chandigarh
Roles and Responsibilities:
·Identify & touchbase with existing & new client segment, to get business from them, to increase net sales & AUM.
·Adequate planning and strategy.
·Focus on inactive clients & follow activation.
·Synergise with all relevant departments for achieving the desired objective
·Ensuring the overall wealth solutions to HNI customersby Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc
·To Increase the AUM with existing clients and strengthen the relationship with them in the given cut throat market situation.
·To build relationships with a newer target segment
·To upsell and cross sellproducts like real estate and PMS to existing direct UHNIs
·Daily Net sales target, Action Plan, Strategy to approach clients.
·Ensure adequate service to cor...