Develop and maintain robust relationships with high net worth individuals to identify recent business opportunities.
Collaborate with internal teams to deliver tailored financial solutions that meet clients' needs.
Identify cross-sell and upsell prospects across various products and services.
Provide exceptional customer service to ensure client satisfaction and retention.
Stay up-to-date with industry trends and competitor activity to inform sales strategies.
Work closely with the sales team to achieve monthly and quarterly targets.
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📌 Relationship Manager Affluent Banking Mumbai (India)
🏢 Axis Max Life Insurance
📍 India
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