HR at V-konnect Associates
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Relationship Manager - Wealth Management (1-10 yrs)
Job Description:
Job Responsibilities :
- Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products.[Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management]
- To manage customers in the branch or through client visits & provide Financial / Investment Advisory, Develop new relations through referencing & other sources.
- To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization.
Key Responsibilities:
- To deliver the desired target numbers by maintaining customer relationship.
- To Manage customer meetings and sales process as part of his reporting structure
- To consciously deliver support to center managers in increasing the profitability of the center.
- Conducting market research for generating business thereby adding for revenue generation.
- Ensuring customer satisfaction
- Exploring new areas and ways to achieve productivity.
- Preparing and maintaining MIS report.
Skill set:
- Good Communicator
- Customer Orientation
- Positive approach
- Interpersonal Skills
- Confident & positive approach
- Analytical skills
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
