HR at Relix HR Consulting Pvt. Ltd.
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Relationship/Portfolio Manager - BFSI (3-8 yrs)
Job Description :
- Maximize revenue generation and lead closures by supporting marketing team for various digital Campaigns.
- Offer customized portfolio solutions to clients based on their risk/ return and liquidity profile.
- Meeting HNI / Ultra HNI clients & giving investment solutions & designing portfolios for them.
- Transaction management and deal closure from sourcing to ROI generation.
- Manage customers issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.
- Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints.
- Hands on knowledge on all product launches & upgrades.
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