Recruitment Consultant at Manzil HR Services
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Privy Relationship Manager - Bank (3-15 yrs)
Job Description for Privy Relationship Manager
Designation - Privy Relationship Manager
Location - Delhi
Job Responsibilities:
1. Responsible for catering the investment needs of clients by providing them research based advises.
2. Interfacing all queries of clients and understanding their investment needs
3. Taking care of portfolios of clients and providing them Investment solutions
4. Generating business from the existing accounts and achieving profitability and increased sales growth, identifying prospective business and establishing strategic partnership & alliances
5. Manage wealth clients through client visits, provide financial investment advisory to the clients and achieve revenue target.
6. Acquisition of high value CA with larger ticket size (25Lac)
7. Focus on super HNI clients in terms of relationship & acquisition.
8. Meeting the revenue & income targets through cross sell of TPP products to HNI clients
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