Relationship Manager Hni
Year Chennai, Tamil Nadu, India
Job Description
About our client:Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management services.Location : ChennaiExperience : 3+YearsRoles & Responsibilities:\xef\xbb\xbf\xe2\x80\xa2 Achieve revenue targets
- Acquire new accounts per annum with a minimum margin per account.
- Actively prospect and engage in client acquisition efforts to grow the business.
- Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs.
- Perform regular portfolio reviews to ensure client investment objectives are met.
- Attend team meetings and contribute to the team\'s success by sharing experiences and client feedback.
- Maintain a high-level of product knowledge and stay informed with industry trends and changes.
- Sell and distribute products such as IAP, Mutual funds, Portfolio management services, Alternate investment fund, insurance, and mbonds.
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Job Detail
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Job IdJD3302964
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationChennai, Tamil Nadu, India
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EducationNot mentioned
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ExperienceYear