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Relationhsip Manager - HNI Job Description Should have excellent communication & presentation skills.
Should have indepth knowledge of the broking industry.
Should have experience in asset allocation or portfolio management for HNI customers.
Should be a self-starter, be proactive & strong motivator.
Should possess strong networking & relationship building skills.
Desired Profile Accountable for personally handling portfolios of high net worth clientele keeping them updated on the research calls being made by the organization and advising them on the asset allocation within their portfolio.
Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships.
Acquire customers for the organization by getting references from the existing customer base.
Responsible for identifying customer needs and assessing their risk appetite.
Responsible for achieving targets as assigned by the organization on a monthly basis.
Experience 2 - 4 Years
Industry Type Banking/Financial Services/Broking
Functional Area Banking, Insurance
Attractive Incentive.
Location Mumbai Suburbs
Keywords Client Acquisition, Brokerage.
If you meet the above mentioned criteria, apply online
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