Relationship Manager

Job Description : Relationship Manager / Senior Relationship Manager

1. Incumbents will be responsible for financial advisory through the process of Financial Planning and to ensure revenue targets across products are met consistently.

2. Penetration of all products including Mutual Funds ( Major product), Insurance(LI & GI), FD, Bonds, IPOs, in all client portfolios and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail.

3. Acquisition of a new Clients./ Acquire and build relationship with HNI clients and handling and reviewing their portfolios

4.Portfolio Management, client servicing for an existing portfolio in terms of investments and handling and reviewing their portfolios/ To Analyze, understand customers 360 degree financial needs and fulfill with appropriate products.