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- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
- Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships.
- Profiling customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the client /HNI customers
- Providing Investment planning and advice.
- Achieving sales and revenue targets spread across product mix
- One point contact for the assigned customer
- Acquisition & Servicing of HNI/UHNI customers.
- Present value-proposition to sales leads and current customers
- Prospect for new sales leads and close sales
- 2-4 years' of client relationship experience from Investment Banking, Venture Capital, Private Equity
- Function Area - Sale /Trading, Asset & Wealth Management
- Ability to manage multiple projects and clients
- Strong communication and interpersonal skills
- Education - Graduate
Relationship Manager - Mumbai, India - OneInsure (Robinhood Insurance Broker Pvt Ltd)
Description
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.
Responsibilities
Qualifications
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