Manage portfolio of Elite / Platinum / HNI customers
Acquire current HNI clients and build strong relationships
Cross-sell Wealth Products (Mutual Funds, Insurance, PMS, Bonds, CASA)
Achieve revenue and AUM targets
Provide financial advisory
Required Candidate profile
Candidate should have experience as Relationship Manager
Should be handling portfolio
Experience in handling HNI / Affluent clients
Strong knowledge of investment products
Good communication