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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