Relationship Manager - HNI
Job opening at Chandigarh
Chandigarh
Chandigarh
Full Time
Any Graduate
700000 to 800000
2024 Dec,18
Sakshi Gupta
sakshi.gupta@white-force.in
9770502074
Job description
Relationship Manager - HNI
Job Context
a)
Identify & touchbase with existing
&new client segment, to get business from them, to increase net sales&
AUM.
b)
Adequate planning and strategy.
c)
Focus on inactive clients & follow
activation.
d) Synergise with all relevant departments
for achieving the desired objective
e) Ensuring
the overall wealth solutions to HNI customers
by Show casing all investment vehicles MF, PMS debt and PMS equity, RE
etc
Key Challenges for the role are as follows:
f)
Increase the AUM with existing clients
and strengthen the relationship with them in the given cut throat market
situation. Many new players have already entered and some more are expected to
enter this segment shortly.
g) To build
relationships with a newer target segment
To
upsell and cross sell products like real
estate and PMS to existing direct UHNIs
Email - sakshi.gupta@white-force.in
Job requirements
- Experience: 3 to 10 Year.
- Education : Any Graduate
- Specilization : Any Graduate...
-
Skills :
- Industry Type : Accounting / Finance
- Status : Not Disclose.
About Company
As of September 30, 2024, Aditya Birla Capital Limited manages aggregate assets under management of over Rs. 5.0 Lakh Crore with a consolidated lending book of Rs 1.38 Lakh Crore through its subsidiaries/JVs. Aditya Birla Capital Limited is a part of the US$66 billion global conglomerate Aditya Birla Group, which is in the league of Fortune 500. Read more