Relationship Manager (Vadodara)

Relationship Manager (Vadodara)

06 Aug
|
Recex.co
|
Vadodara

06 Aug

Recex.co

Vadodara

- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.

- Achieving the business targets assigned in terms of up selling and upgrading the Client Net worth relationships.

- Profiling customers and provide financial products to meet customer needs

- Ensuring the highest levels of service to the client /HNI customers

- Providing Investment planning and advice

- Achieving sales and revenue targets spread across product mix

- One point contact for the assigned customer

- Acquisition & Servicing of HNI/UHNI customers.

📌 Relationship Manager (Vadodara)
🏢 Recex.co
📍 Vadodara

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