Relationship Manager - Sales - UHNI/HNI - Bank (3-12 yrs)
1. Acquisition-Acquire High Net Worth Individuals
2. Relationship Management-To manage acquired high net worth individuals portfolio.
3. Deepen wallet-Cross sell & deepen wallet share of clients being managed
4. Financial Planning-to make risk profiles and asset allocators for clients being managed
5. Review-Ongoing review of performance of client portfolios against plan (monthly/quarterly & annual reviews)
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