Senior Career Consultant at Team Lease Services Pvt Ltd
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Relationship Manager - Premia - BFSI (4-10 yrs)
- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with HNI & UHNI clients
- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth
enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization
- Responsible for primarily selling all kind of Equity based investment products. Responsible for achieving targets as assigned by the organization
- Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.
- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry
If interested, Request you to share us your updated resume with below details to proceed further with our client
1. Core Products Handling:
2. AUM Value:
3. No of HNI / UHNI Clients Handling:
4. Avg ticket size of each HNI Clients:
5. Revenue Generation Target per month / quarter:
6. Achievement on Revenue Generation Target:
7. New Client Acquisition Target per month / quarter:
8. Achievement on New Client Acquisition Target:
9. Last 2 years Rating:
10. Reason for Change:
11. Current CTC:
12. Expected CTC:
13. Notice Period:
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