Associate Consultant-Recruitment at Bask HR Consulting
Views:24 Applications:11 Rec. Actions:Recruiter Actions:0
Relationship Manager - Sales/Business Development - BFS (2-4 yrs)
Title : Relationship Manager
Location : Chennai - Mylapore (Work from office)
Experience : 2-4 years
Educational Qualification : Graduation/Post Graduation
Role in brief
Manage client onboarding for Wealth clients :
1. Existing Client Relationship Management :
- Managing existing clients investment portfolios
- Reviewing portfolios and making changes when required.
- Driving New Business from our existing clients for various financial services
- Financial and technical analysis of various financial options available like Mutual Funds, Stocks, Loans, Insurance(Only General and Term Insurances), Estate Planning, Taxation Planning
- Goal Based Planning and mapping of investments
2. New Client Relationship Management :
- Responsible for financial planning, financial analysis of new clients and are responsible to acquire new clients from the following channels :
1) Referential Leads from existing clients
2) Leads Generated by the internal acquisition team of the company
3) Leads generated from other sources
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
