Sr. Relationship Manager - Wealth - Kolkata Park Plaza (Part 02) - MM*
TATA Capital
Date: 2 hours ago
City: Kolkāta, West Bengal
Contract type: Full time
Client Acquisition and Relationship Management:
- Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products.
- Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
- Profiling Customers and providing financial products to meet customer needs.
- Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.
- To Enhance & Retain customer profitability by capturing a larger share of Wallet.
- Ensure profitability of the portfolio: Generate high Income per Customer.
- Acquire new customers who meet product criteria through cross-referral.
- Actively network and seek referrals to expand the client base and contribute to business growth targets.
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