27 Aug
|
Naukri e-Hire
|
Mumbai
27 Aug
Naukri e-Hire
Mumbai
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' relationships, ensuring exceptional service and satisfaction.
- Identify new business opportunities through networking, referrals, and market research to drive revenue growth.
- Develop and maintain a deep understanding of HNIs' financial goals, risk tolerance, and investment preferences to provide tailored solutions.
- Collaborate with internal teams to deliver customized portfolio management services that meet clients' needs.
Job Requirements :
- 5-10 years of experience in HNI sales or relationship management in the banking industry.
- Proven track record of successful HNI acquisition and retention.
- Solid knowledge of mutual funds sales, equity sales, NISM certification is an added advantage.
📌 Burgundy Relationship Manager (Mumbai)
🏢 Naukri e-Hire
📍 Mumbai