Relationship Manager

Key Responsibilities :

- Develop and maintain strong relationships with clients to understand their needs and provide personalized financial advice and solutions.

- Effective cold calling and relationship building can help a retail manager generate their own leads and build new connections.

- Has to meet the client fixed by the voice caller and telecaller.

- Ensure that a maximum number of appointments should be made for a month.

- Ensure quality of appointments provided to the sales.

- Manage a portfolio of clients and provide ongoing support and advice to help them achieve their financial goals.

- Proactively seek out new business opportunities and generate new leads to expand the client base.

- Maintain up-to-date knowledge of financial products, services, and market trends to provide the best advice and recommendations to clients.

- Conduct regular performance reviews and provide updates to clients on their portfolio performance and investment strategy.

- Ensure compliance with industry regulations and company policies and procedures.

- Actively looking for possibilities to upsell and cross-sell to existing customers.

- Obtaining referrals from the current clientele to widen the sales pipeline.

Overseeing pre- to post-sales support activities for the designated goods and regions while guaranteeing the greatest level of client satisfaction.

- Stay up-to-date on market trends and developments to ensure the team is well-informed and equipped to provide expert advice.

- The KYC (Know Your Customer) process for customers will be conducted with the assistance of the CST (Customer Service Team).

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