Relationship Management Job

Key Responsibilities:

1. You will be responsible for nurturing high net-worth (HNI) client relationships through continuous client engagements and risk profiling.
2. The position entails client management and acquisition with a key focus on expanding the assets under management.
3. Provide financial solutions to the Burgundy customers while maintaining high service standards.
4. Maintain a complete customer profile including the risk profile, demographics, and assets in his portfolio.
5. Responsible for selling high-end Equity Investment products like PMS, AIF, private equity, and unlisted mutual funds.
6. Deepen the existing relationships by cross-selling the varieties of investment products and all types of insurance (general insurance, life insurance & health insurance).
7. Identify potential customers who can be sold tailored products to enhance product penetration. Acquire new customers by converting referral leads.
8. Achieve targets as assigned by the organization every month.
9. Record and track all engagement activities through the CRM system.
10. Comply with KYC/SEBI rules, regulations, and legislation governing the organization.

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