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Affluent Relationship Manager*

Affluent Relationship Manager*

Skillventory

8 - 12 years

20 - 30 Lacs

Ahmedabad

Posted:3 weeks ago| Platform:

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Skills Required

HNI Acquisition HNI Private Banking Premier Banking Client Acquisition Client Acquistion High Value Elite HNI Client Handling High Networth Premier HNI Sales Platinum Ultra Hni Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Provide financial solutions to HNI customers while maintaining high service standards. Maintain complete customer profile including the risk profile, demographics, and portfolio allocation. Enrich relationships and garner higher wallet share through customer engagement activities. Deepen the existing relationships by garnering client portfolio allocations across all the key offerings of Jio BlackRock Identify potential customers who can be sold tailored products to enhance product penetration. Acquire new customers by converting referral leads. Achieve targets as assigned by the organization monthly. Record and track all engagement activities through the CRM system. Comply with the rules and regulations laid out by the regulator.

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Affluent Relationship Manager*

Experience & Salary

Skills Required

Work Mode

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Job Description

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