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Relationship Manager/ Senior Relationship Manager

1 - 3 years

3 - 5 Lacs

Tumkur, Bengaluru, Belgaum

Posted:2 weeks ago| Platform: Naukri logo

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Skills Required

Portfolio Management HNI Sales Direct Sales Wealth Management Relationship Management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Identify potential HNI prospects through networking, referrals, and market research. Develop customized investment solutions for each client based on their financial goals and risk tolerance. Provide exceptional customer service by resolving queries promptly and ensuring timely issue resolution. Collaborate with internal teams to ensure seamless execution of transactions and services.

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Shriram Life Insurance Company Limited

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