Relationship Manager - HNI

Job description

URGENT HIRING for Relationship Manager- HNI

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: sakshi.gupta@white-force.in

Contact: 9770502074