Relationship Manager- HNI Sales

Job description

URGENT HIRING for Relationship Manager- HNI

Email ID: rahulk.kanojia@white-force.in

Contact: 9300955707

Location: Chandigarh

Roles and Responsibilities:

·  
Identify & touchbase with existing & new
client segment, to get business from them, to increase net sales & AUM.

·  
Adequate planning and strategy.

·  
Focus on inactive clients & follow
activation.

·   Synergise with all relevant departments for achieving the desired
objective

·   Ensuring the overall wealth solutions to HNI customers  by Show casing all investment vehicles MF,
PMS debt and PMS equity, RE etc

·  
To Increase the AUM with existing clients and
strengthen the relationship with them in the given cut throat market situation.

·  
To build relationships with a newer target
segment

·  
To upsell and cross sell  products like real estate and PMS to existing
direct UHNIs

·  
Daily Net sales target, Action Plan, Strategy to
approach clients.

·  
Ensure adequate service to corporate clients
& distributors.

·  
Discuss with fund managers / Product team on key
corporate clients and also arrange concall for key clients with the fund
managers/Product team.

·  
Discuss existing products, service and on new
product launches

Skills Required

1. Bachelor’s Degree

2. Should have minimum 3 years of experience in upselling
and cross selling products like real estate and PMS to existing direct UHNIs

3. Knowledge of Using Google Sheets and Excels.

4. Should be able to discuss existing products, service and
on new product launches

Location: Chandigarh

Interested candidates can apply along with their resume on
the below mentioned email ID or whatsapp number

Email ID: rahulk.kanojia@white-force.in

Contact: 9300955707