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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