Burgundy RM

Updated: May 13, 2024 10:41 AM GMT

Unidus Services(Manpower) Pvt.Ltd.

Kalyan, Maharashtra

About The Role

The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience.

Key Responsibilities
• Provide financial solutions to the Burgundy customers while maintaining high service standards
• Maintain complete customer profile including the risk profile, demographics and assets in the bank
• Enrich relationships and garner higher wallet share through... More Detail