and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients. B.Position Responsibilities Sr. Key Responsibilities 1 Deliver revenue and balance sheet growth targets by acquiring and deepening relationships. 2 Relationship manage a portfolio of clients and enhance Product holding
their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...
The relationship manager will be responsible for acquiring preferred clients (HNI/ Ultra HNI). Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from
Department : : Agency Organizational Relationships Reports to :Sales Manager Job Dimensions Geographic Area Covered : NA Stakeholders : Internal : Agency Sales External : NA Key Result Areas: Organization Process: Key Contributions: Sales Achieve the Productivity & FYP Targets Acquire