Relationship Manager - DHNI (B2C)

Role & responsibilities

To achieve the absolute sales target & to establish strong relationships, service standards, explore untapped potential clients.

a) Identify & touch base with existing & new client segment, to get business from them, to increase net sales & AUM.

b) Adequate planning and strategy.

c) Focus on inactive clients & follow activation.

d) Synergise with all relevant departments for achieving the desired objective

e) Ensuring the overall wealth solutions to HNI customers by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc.

Preferred candidate profile

Strong experience in managing high net-worth clients (B2C).

Proven track record in wealth management/B2C MF sales/Bank/sales

Perks and benefits

Salary + Variables