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Relationship Manager

2 - 7 years

6 - 9 Lacs

Posted:1 day ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities:

  • Client Acquisition:

    Identifying and acquiring new high-net-worth clients.
  • Relationship Management:

    Building and maintaining strong, long-term relationships with clients.
  • Financial Planning:

    Providing tailored financial advice and solutions to clients based on their needs.
  • Product Sales:

    Cross-selling and upselling relevant financial products and services to existing clients.
  • Customer Service:

    Ensuring a high level of customer service and satisfaction.
  • Portfolio Management:

    Managing and optimizing client portfolios.

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