Relationship Manager

☞ Trufedu Budgetary Education Private Limited

Visualizza: 101

Giorno di aggiornamento: 30-05-2024

Località: Siliguri West Bengal

Categoria: Altra

Industria:

Tipo di lavoro: Full-time

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Contenuto del lavoro

Customer Relationship Management with complete ownership of Sales of subscription, Operations and Financial Planning and Wealth Management for Clients.
This position holder will be responsible for managing key relationships and ensures business development across all distribution segments and manage Corporate & SMEs at all locations of the Cluster.
Will play a strategic role in the future growth and expansion of the organization

Responsible for achieving Sales for wealth solutions, acquiring HNI/UHNI(its an individual role).
Solutions: Mutual fund, Insurance, and other Wealth products along with Loan Book.
Acquisition of new HNI & UHNI Clients.
Ensure right- selling through regular training & product Knowledge.
Ensuring Compliance with regulations.
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Scadenza: 14-07-2024

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