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HNI Relationship Manager - Sales - Financial Services (4-16 yrs)
4-16 years
Mumbai, Bangalore / Bengaluru, Chennai + 9 more
HNI Relationship Manager - Sales - Financial Services (4-16 yrs)
Peoplemint Consultants
posted 1mon ago
Job Description
1. Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of the organization across MF/PMS/AIF.
2. Introduce MF/PMS/AIF solutions from the organization's product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same.
3. New client acquisition through referrals from existing clients
4. Deepen the relationship and increase the share of wallet for the organization.
5. Network with clients to identify avenues for new business opportunities.
6. Maintain highest level of service and delivery to all clients.
7. Maximise client experience by proactively sharing market updates, trends and other information.
8. Ensure compliance with all regulatory requirements and company's policies & processes at all times.
Functional Areas: Other
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