HR Recruiter at Tekpillar Services
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Relationship Manager - Sales - Bank (3-5 yrs)
Roles And Responsibilities :
- Providing advice on stocks, derivatives, currencies, and commodities to high-net-worth individuals.
- Actively engaging with clients to provide efficient consulting and generate income through financial products.
- Cross-selling insurance, mutual funds, Portfolio Management Services (PMS), and other financial products to meet the diverse needs of clients.
- Personally, assisting customers with a substantial book value (at least 25 lacs) in their financial portfolio management.
- Resolving client complaints and inquiries in a timely and effective manner to maintain a positive client experience.
- Holding regular meetings to attract new clients and retain existing ones by understanding and addressing their financial goals.
- Using call tracking, setting weekly targets, conducting meetings, and participating in conference calls to monitor and enhance the advising skills of the financial advisors.
- Creating comprehensive customer profiles through analyzing information, providing portfolio recommendations, and conducting thorough assessments of clients' financial needs.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
