Relationship Manager - Wealth - Pune - Baner - MM

- Assisting in the development and implementation of marketing plans to acquire new customers in the corporate space - Acquiring and managing a group of HNI (High Net Worth Exclusive) Clients - Profiling customers and offering financial products to meet their needs - Cross-selling to mapped broking clients and offering services based on customer needs - Enhancing and retaining customer profitability by capturing a larger share of the wallet - Ensuring profitability of the portfolio by generating high Income per Customer - Acquiring new customers who meet product criteria through cross-referral

- MBA/PGDBA/PGPM or Equivalent - AMFI / NISM certification - IRDA certification If any additional details about the company were present in the job description, they would be included here.