Develop and maintain solid relationships with high net worth individuals to drive sales growth.
Identify current business opportunities and expand existing client relationships through effective networking and prospecting.
Collaborate with internal teams to deliver tailored solutions that meet clients' financial planning needs.
Provide exceptional customer service and support to ensure client satisfaction and retention.
Stay up-to-date with industry trends and competitor activity to identify market prospects.
Work closely with the sales team to achieve monthly and quarterly targets.
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📌 Relationship Manager Affluent Banking Kolkata
🏢 Axis Max Life Insurance
📍 Kolkata
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