Relationship Manager - HNI

Job Context

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

b)      Adequate planning and strategy.

c)      Focus on inactive clients & follow activation.

d)      Synergise with all relevant departments for achieving the desired objective

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

Key Challenges for the role are as follows:

f)       Increase the AUM with existing clients and strengthen the relationship with them in the given cut throat market situation. Many new players have already entered and some more are expected to enter this segment shortly.

g)      To build relationships with a newer target segment

Email - sakshi.gupta@white-force.in