Sr. Relationship Manager - Leasing

Key Deliverables:

• Acquire and manage HNI client relationships through tailored investment offerings
• Analyze and optimize portfolio performance to maximize profitability
• Provide expert financial advisory across equities, debt, real estate, and MF products
• Drive business development via referrals, micro-events, and corporate tie-ups

Role Responsibilities:

• Ensure high income per customer and strong wallet share retention
• Collaborate with internal teams to deliver compliant and effective solutions
• Stay current on market trends and financial regulations
• Cross-sell and upsell products aligned to client profiles and goals