Virtual Relationship Manager (Mumbai)

Virtual Relationship Manager (Mumbai)

06 Nov
|
Equentis Wealth Advisory
|
Mumbai

06 Nov

Equentis Wealth Advisory

Mumbai

Roles and Responsibilities

- Manage relationships with high net worth individuals (HNIs) through virtual channels, focusing on cross-selling and upselling banking products.

- Utilize digital sales platforms to identify new business opportunities and expand existing client base.

- Develop and maintain robust relationships with HNI clients, ensuring their financial goals are met by providing tailored solutions.

- Collaborate with internal teams to resolve customer queries and issues in a timely manner.

📌 Virtual Relationship Manager (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai

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