Relationship Manager - Sales - BFSI (1-6 yrs)
Job Description :
Relationship Manager, who will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, Wealth Management with product experience in Mutual Fund, Insurance, Fixed Deposits, SIP, Fixed Income, Life Insurance, General Insurance, PMS.
Please read below to understand the job profile :
Roles and Responsibilities :
Based on your experience and company's profile you will be responsible for some/all of the following :
- Procuring the potential clients through networking, database, market analysis and references.
- Generating cross-sell revenue and doing 360 degree financial planning by wealth management.
- Managing and improving relationship values through clienteling.
- Liaison with operations team to resolve queries and revenue generation.
- Comply with organizational guidelines and norms.
- Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.
- Achieving financial goals and maintaining organization brand value.
Why should you be a part of us :
- Best leaders form our umbrella brand.
- The company has a huge badge in the industry for over 53 years
- Best salaries offered with lucrative incentives & benefits.
- Consistent ascend of opportunities and career growth.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
