Relationship Manager - HNI

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

Email - sakshi.gupta@white-force.in