Client Relationship Manager (New Delhi)

Client Relationship Manager (New Delhi)

30 Sep
|
Lavya Associates HR Services.
|
New Delhi

30 Sep

Lavya Associates HR Services.

New Delhi

Job Summary

We are having an urgent requirement for the position of Client Relationship Manager.

Responsibilities

- Profiling customers and provide financial products to meet customer needs

- Ensuring the highest levels of service to the client /HNI customers

- Providing Investment planning and advice

- Achieving sales and revenue targets spread across product mix

- One-point contact for the assigned customer

- Acquisition Servicing of HNI/UHNI customers.

- Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

📌 Client Relationship Manager (New Delhi)
🏢 Lavya Associates HR Services.
📍 New Delhi

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