Urvashi Relwani
Senior Relationship Manager II Licensed Insurance Agent, Skilled in Sales, Customer Service, Portfolio and Wealth Management. An effective communicator with excellent relationship building & interpersonal skills.
- Role
- Senior Relationship Manager at HDFC Sales Private Limited
- Location
- Jaipur, RJ, IN
- LinkedIn followers
- 500 followers
About Urvashi Relwani
Experienced Sr. Financial Services Associate, skilled in Sales, Customer Service…
Experience
Senior Relationship Manager
May 2019 — Present · Jaipur, IN
Accusation of high net worth clients and cross selling retails products• Cultivating & growing banking and wealth relationships with ultra, high net-worth customers of varied nationalities. Servicing as subject matter expert in need based Financial Planning, Wealth Management & Consultative Selling. Accountable for growing market share among targeted HNI clientele with diverse & complex financial needs. • Responsible for Strategic Financial Planning, Portfolio Advisory and Wealth Management
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