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Relationship Manager - Wealth - Sales - Coimbatore - Maple Tower - JM*

Eofh · Coimbatore, Tamil Nadu, India

Client RelationsExternal listingfull-time3 months ago

About The Role

  • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist 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. • Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. • Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients • Profiling Customers and provide financial products to meet customer needs • Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs

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