Client Relationship Manager

Role & responsibilities

• Acquiring high value HNI & Ultra HNI relationships through referrals & cold calls.
• Generate revenue from acquired clients through investment products.
• To execute cross sell efforts as per focus of the organization at any given point in time.
• To keep one self-updated on the financial markets and in advisory products / services in particular.

Preferred candidate profile

• Candidates from Broking/Wealth/Banking/Insurance base having product knowledge and investment products selling experience in their present as well as previous companies.

Perks and benefits

• High incentives over and above fixed CTC
• Fast growth & promotion into leadership role on consistently outperforming