Sr. Relationship Manager - Wealth - Kolkata Park Plaza (Part 02) - MM*

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.