Customer Relationship Manager Fresher Job

The 'Relationship/Wealth Manager' will be responsible for nurturing high net-worth (HNI) client relationships through continuous client engagements and risk profiling. The RM will be in charge of locating possible clients and offering them solutions that are specifically tailored to meet their needs. The role involves managing and acquiring clients, with an emphasis on growing the assets under management. Working in cross-functional teams in a dynamic, fast-paced environment to design, coordinate with various stakeholders, and deliver customized investment solutions that meet customer objectives is one of one's key competencies. The center of all client engagements will be to ensure superior customer experience.

Key Responsibilities:


1. Provide financial solutions to the Burgundy customers while maintaining high service standards.
2. Maintain a complete customer profile including the risk profile, demographics, and assets in his portfolio.
3. Responsible for selling high-end Equity Investment products like PMS, AIF, private equity, and unlisted mutual funds.
4. Enrich relationships and garner higher wallet share through customer engagement activities.
5. Deepen the existing relationships by cross-selling the varieties of investment products and all types of insurance (general insurance, life insurance & health insurance).
6. Identify potential customers who can be sold tailored products to enhance product penetration.
7. Acquire new customers by converting referral leads.
8. Achieve targets as assigned by the organization every month.
9. Record and track all engagement activities through the CRM system.
10. Comply with KYC/SEBI rules, regulations, and legislation governing the organization.

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