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

Relationship Manager - HNI (Wealth)

Contactx Resource Management Pvt. Ltd.

1 - 4 years

|

5 - 6 Lacs

Posted:2 days ago| Platform:

Apply

Skills Required

relationship management hni wealth management pvity pms documentation customer handling aif sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

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.

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Contactx Resource Management Pvt. Ltd.

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