Kunvarji Relationship Manager Wealth

  • 2-4 yrs
  • Not Disclosed

Job Description

Acquisition of Wealth Management accounts as core business. Acquisition of HNI Clients for investment products. Providing advisory services to clients regarding financial products. Maintaining relationships with the associates and clients. Recognize potential customers, creating business from the old accounts and reaching profitability level and sales growth Responsible for activities regarding sales, marketing, customer acquisition, customer relationship management, & maximizing revenue. Cross selling of financial products, like Life insurance, mutual funds. Responsible to sell the product Mutual fund Structured product Portfolio Management services Advisory Product etc