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Relationship Manager/Senior Relationship Manager - Pune, India - Unique Talent Advisory Services Private Limited

Unique Talent Advisory Services Private Limited Pune, India

2 weeks ago

Relationship Manager/Senior Relationship Manager - Wealth

IMP:
Wealth domain exp is must for this role.

Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his shortterm and longterm investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fundbased Real Estate products, and other Investment products.
Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
This role is to acquire B2C or B2B clientele & build a portfolio thereon.

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