AddressRM - HNI Sales
- The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
- (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.
- (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
- Acquiring HNI clients (Affluent & Super Affluent)
- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- CRM
- Partner & client meeting.
