HR Recruiter at Tekpillar Services
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Senior Relationship Manager - Sales - BFS (5-6 yrs)
Summary : Responsible for building and managing relationships with high-net-worth individuals, affluent clients, or top-tier corporate accounts. The primary objective is to provide personalized financial guidance and investment solutions tailored to the unique needs and goals of these elite clients.
Responsibilities :
- Manage relationships with high-net-worth clients.
- Offer personalized financial advice and wealth management solutions.
- Monitor and adjust investment portfolios.
- Ensure compliance with regulations.
- Identify opportunities for business growth.
- Provide regular performance updates to clients.
Candidate Profile :
- Any Graduate.
- Excellent communication skills.
- Increase Book size.
- HNI Customer handling.
- CASA Experience.
Contact Person : Saumya Pimple
Contact Number : 9054510349
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