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

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