Relationship Executive - Sales - Financial Services (0-1 yrs)
Relationship Executive
- Acquiring and managing business (HNI and ultra HNI).
- Increasing the investment AUM portfolio size.
- Ensuring adherence to compliance processes and guidelines.
- Advice clients on their product requirement to maximize their investments.
- Develop new client relations through references.
- Generate the cross selling business from existing clients by cross selling other products (Family Account, Home loan, Personal Loan, Investment - ULIP and Mutual Fund).
- Maintain and develop client relationships and periodic visit to existing clients.
- Manage and track the leads and maintain DSR on regular basis.
- Profiling Customers and provide financial products to meet customer needs.
- Ensuring the highest levels of service to the High Net Worth customers.
- Formulate outbound and inbound sales plan to acquire new customers for increasing customer base of the portfolio.
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