Roles and Responsibilities
Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire recent clients and grow existing ones.
Identify prospects to cross-sell various financial products such as Mutual Funds, NBFC, Insurance, Sales, Broking, Equity etc.
Develop a deep understanding of client needs and provide tailored solutions to achieve their financial goals.
Collaborate with internal teams to ensure seamless delivery of services and resolve any issues that may arise.
Maintain accurate records of client interactions and transactions.
📌 Relationship Manager Guwahati (India)
🏢 Eureka Stock And Share Broking Services
📍 India
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