Relationship Manager

Eureka Stock And Share Broking Services; Sundargarh, Kamrup Metropolitan; On-site; INR 400,000 - 560,000; Full time

Job summary

Eureka Stock And Share Broking Services is seeking a client relations professional to manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs in India, focusing on trust-building and portfolio growth for top clients in the Sundargarh region.

You will identify opportunities to cross-sell financial products such as Mutual Funds, NBFC services, Insurance, and Equity, and develop tailored solutions to meet each client’s goals while maintaining accurate records of interactions and

Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients and grow existing ones.
• Identify opportunities to cross-sell various financial products such as Mutual Funds, NBFC, Insurance, Sales, Broking, Equity, etc.
• Develop a deep understanding of client needs and provide tailored solutions to achieve their financial goals.
• Collaborate with internal teams to ensure seamless delivery of services and resolve any issues that may arise.
• Maintain accurate records of client interactions and transactions.

Job description

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients and grow existing ones.
• Identify opportunities to cross-sell various financial products such as Mutual Funds, NBFC, Insurance, Sales, Broking, Equity, etc.
• Develop a deep understanding of client needs and provide tailored solutions to achieve their financial goals.
• Collaborate with internal teams to ensure seamless delivery of services and resolve any issues that may arise.
• Maintain accurate records of client interactions and transactions.