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recex.co

Relationship Manager

recex.co
Vadodara, India
Fresher
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  • Posted 2 months ago
  • Be among the first 10 applicants
Early Applicant

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.

More Info

Job Type:
Permanent Job
Industry:
Other
Function:
Finance
Employment Type:
Full time

About Company

recex.co

Job ID: 141110885

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Last Updated: 30-03-2026 10:40:00 PM
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