HR Recruiter at SHREE MUTUAL FUND SERVICES PRIVATE LIMITE
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Relationship Manager - Sales - Mutual Fund (0-8 yrs)
Relationship Manager
- 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).
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
