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.
Product Mix: 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.
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.
Salary: INR 2,00,000 - 6,00,000 P.A.
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Retail Sales
Role: Sales/Business Development Manager
Employment Type: Permanent Job, Full Time