I Mates Consultants
Location
Kochi | India
Job description
Ensure retention of customers
Develop & maintain relationships with HNI customers to ensure their portfolio management needs are met.
Generation of refferals from database
Responsible for cross sell & enhancing relationship with existing customers
keep up to date with changes in the financial markets ®ulations
Analyze market trends and make recommendations to customer on portfolio adjustments.
Opportunities as a Senior Virtual Relationship Manager
• No face-to-face interaction needed, Only Virtual connect with clients.Apply via
call on - 8589026620 / 9633066620 / 9567266620
Job tags
Salary