Responsible for new client acquisition, building current relationships and increasing depth in existing relationships with High net worth clients.

Identify, develop, and manage client relationships deliver a suite of services and products catered to the client s requirements

Cross-Sell of Third-party investment products like Mutual Funds, Bonds, PMS, Insurance &

Structured products.

Understands clients risk profile and maximizes the - risk vs. reward- balance for individual clients by optimizing product mix.

Responsible for achieving targets as assigned by the organization on a monthly basis

Ensuring need-based product approach towards clients and regular reporting of product penetration

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📌 Senior Relationship Manager-Sales (PCG) (New Delhi)
🏢 mastertrust
📍 New Delhi