Signature Relationship Manager Shri H R Consultants

  • company name Shri H R Consultants
  • working location Office Location
  • job type Full Time

Experience: 3 - 3 years required

Pay: INR 500000 - INR 900000 /year

Type: Full Time

Location: Mumbai City

Skills: casa, preferred banking, hni client handling, Retail Liabilities

About Shri H R Consultants

Job Description

Key Responsibilities:

  • Client Acquisition & Portfolio Management:

    • Acquire new HNW clients through networking, referrals, and market mapping.

    • Manage and grow the existing portfolio of Signature clients.

    • Conduct regular portfolio reviews and financial health checks.

  • Cross-Selling & Revenue Generation:

    • Cross-sell investment products, insurance, loans, and other banking products.

    • Achieve assigned revenue targets from the client base.

    • Ensure proper product suitability as per client profile and risk appetite.

If You are Intrested you can directly Drop Your cv on komalrana.bnh@gmail.com