Senior Relationship Manager
CurrentManaging and growing HNI client portfolios with a tailored approach.*Achieving business targets by employing various customer sales methods and ensuring successful conversions.*Engaging with existing clients to cross-sell products and maximize value.*Maintaining regular contact with clients to understand and fulfil their financial and insurance needs.*Acquiring new customers through leads, referrals, natural markets, and orphan client bases.*Offering… Show more Managing and growing HNI client portfolios with a tailored approach.*Achieving business targets by employing various customer sales methods and ensuring successful conversions.*Engaging with existing clients to cross-sell products and maximize value.*Maintaining regular contact with clients to understand and fulfil their financial and insurance needs.*Acquiring new customers through leads, referrals, natural markets, and orphan client bases.*Offering tailored insurance solutions to individuals based on their unique requirements.*Building and nurturing professional networks to drive long-term business growth. Show less