Relationship Manager

Recex.co; Vadodara; On-site; INR 350,000 - 600,000; Full time

Job summary

Recex.co in Vadodara seeks a client relationship professional to up-sell mutual fund products to Retail and HNI clients, profile customers, and provide tailored investment planning. You will act as the single point of contact, delivering high-level service and helping grow client net worth relationships.

The role focuses on acquisition and servicing of HNI/UHNI customers, achieving sales targets across a diversified product mix in a high-touch environment.

Responsibilities

• Up-sell mutual fund products to Retail/HNI clients from the assigned database.
• Generate fresh leads to expand the client base.
• Achieve business targets for up-selling and upgrading client net worth relationships.
• Profile customers and offer financial products to meet their needs.
• Provide investment planning and advice with high service levels to HNI/UHNI clients.

Job description

• To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
• Achieving the business targets assigned in terms of up selling and upgrading the Client Net worth relationships.
• Profiling customers and provide financial products to meet customer needs
• Ensuring the highest levels of service to the client /HNI customers
• Providing Investment planning and advice
• Achieving sales and revenue targets spread across product mix
• One point contact for the assigned customer
• Acquisition & Servicing of HNI/UHNI customers.