HNI Relationship Manager ( Wealth ) Contactx Resource Management Pvt. Ltd.

4.0 - 8.0 years

13 - 15 Lacs

jaipur, delhi / ncr

Work from Office

Call at /94125 01851/88597 66816 Acquiring high value relationships into the HNI Broking vertical (EQUITY). Managing Large Trader Clients/Big Ticket size Client Acquisition & service. Managing relationship of super HNI clients, retaining & enhancing advisory relationship Managing relationships of HNI clients, retaining & enhancing advisory relationships. To generate revenue from existing customers mapped and from new clients. To execute cross sell efforts as per focus of the organization at any given point in time. To keep one self-updated on the financial markets and in advisory products / services in particular. Only From Broking.

Posted 1 day ago

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Relationship Manager - HNI (Wealth) Contactx Resource Management Pvt. Ltd.

1.0 - 4.0 years

5 - 6 Lacs

mumbai

Work from Office

Call at /94125 01851/88597 66816/87551 87878 Manage assigned bank branches and build strong relationships with branch managers & staff Drive life insurance sales through the bank channel (bancassurance) Identify customer needs and recommend suitable ICICI Prudential products Support bank staff through product training and joint customer calls Achieve monthly & quarterly sales targets Ensure proper documentation, compliance, and policy issuance Maintain MIS, reports, and pipeline tracking Handle customer queries and provide post-sales support.

Posted 2 days ago

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