Urgent Opening- Relationship Manager/ Sr Relationship Manager

Job description

Mega Opening for Relationship Manager/ Sr. Relationship Manager

JOB DESCRIPTION:

Role: Relationship Manager/ Sr. Relationship Manager

CTC: Its not a constraint for the right candidate (Its Negotiable).

Experience: 1+ Year

Location: Chennai

Functional Area: BFSI, Investments & Trading.

Employment Type: Full Time, Permanent.

Education: Any Graduate.

Total Openings - No. 20+

Notice period: Most preferred for immediate joiner/ 15 days / 1 month.

Note- Must have experience into Direct sales (insurance/mutual fund)

ROLES AND RESPONSIBILITIES:

* Conduct daily sales calling with prospective new clients and identify their needs.

requirements and goal.

* Conduct timely and regular follow ups with the leads and tag them on broadcasts

and new articles.

* Increase client database by meeting new clients and taking references from the

existing ones and hence build AUM and AUA for the branch.

* Review and diversify existing client portfolio on a regular basis and provide

guidance accordingly.

* Achieve financial goals of the clients through various product line.

* Update and cross sell products to existing clients and update them about the

primary and secondary market trends.

* Update self-regarding all schemes, products and solutions by regularly attending

trainings.

* Share regular communications with client regarding information, research and

material of the organization..

* Wealth / Portfolio Management understand client portfolio in terms of their risk

and reward appetite and assist them to achieve their financial goals

* Financial planning/ Investment Advisory have thorough financial and sector

knowledge as well knowledge of competitors, must provide sound and reliable

advice to client.

KEY SKILLS:

Mutual funds, Life insurance, General Insurance, Bonds, Fixed

Deposits, Investment Banking, Health Insurance.

KNOWLEDGE:

* Product Knowledge have a detailed knowledge of all products related to Life

Insurance, general insurance, fixed income, mutual funds, etc.

* Wealth/ Portfolio Management understand client portfolio in terms of their risk

and reward appetite and assist them to achieve their financial goals.

* Financial planning/ Investment Advisory have thorough financial and sector

knowledge as well knowledge of competitors, must provide sound and reliable advice the client.

Location- Chennai

Interested candidates can email their resume to- [HIDDEN TEXT]