Relationship Manager: HNI Sales

Leading NBFC in india

2 to 7 yrs. Bihar - Other , West Bengal - Other , Jharkhand - Other
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Posted on 14 Nov 2018

Job Description

Job Role – Relationship Manager: HNI Sales

Experience – 2 yrs min in Sales: handling of HNI, Super HNI and Ultra HNI segment.

o Acquire and Maintain relationship and increase AUM from HNI clients.
o Advising HNI& Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
o Aggressively track the HNI& Super HNI Client segment in the market for new client acquisition.
o To research, investigate and update themselves on available investment product basket across asset classes to determine whether they fit into clients’ portfolios.
o Work along with product team to give feedback and develop need based ‘PRODUCT’ so as to suit the clients requirements
o To coordinate with product and research team for taking investment decision for the clients.


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