Senior HR Manager at Next Step Associate
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Relationship Manager - Sales - Financial Services (2-10 yrs)
- To Develop & Manage Client relationships in order to enhance and acquire more AUM.
- Align AUM as per the Client's Financial Strategy to reduce Risk, Cost, & Tax also to enhance. desired returns & Volatility of the portfolio.
- Review/Service portfolio to create a wow experience for clients.
- Onboard new relationships
- Client Acquisition.
- Conduct marketing activities to increase the number of clients managed.
- Learn new skills and knowledge to service clients better.
- To maintain full ethics in providing services and analysis.
- Work closely with the product teams to deliver specialized advice.
