(JD) 1 Client Acquisition Current affluent / HNI customers onboard karna Open market sourcing references se clients lana Client profiling financial needs understand karna LinkedIn 2 Relationship Management Existing high-value customers ka portfolio handle karna Regular meetings service support Long-term relationship maintain karna BeBee 3 Sales Revenue Generation Cross-sell products: Savings / Current Accounts Mutual Funds Insurance Loans Wealth Investment products Monthly / quarterly targets achieve karna 4 Portfolio Management Client investments review karna Financial solutions recommend karna Wealth growth planning 5 Service Compliance Client queries resolve karna KYC, AML bank policies follow karna MIS reports maintain karna

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📌 Relationship Manager (New Delhi)
🏢 Rekrut India
📍 New Delhi