Relationship Manager / SR Relationship Manager

Roles And Responsibilities

• This job is target based and candidates should achieve their Weekly, Monthly, Quarterly & Yearly targets.
• Sourcing of New business of Retail Liability products Mutual Funds, Fixed Deposits, Insurance & managing the Business portfolio assigned.
• Provide and develop solutions and suggest schemes to clients basis their requirements and goal
• Cross sell of Liability based products liked Fixed Deposit, Mutual Funds, Insurance (Life, General & Health) to the portfolio clients.
• Conducting sales calling & timely and regular follow ups with the own leads and tag them on broadcasts and new articles

Increase client database for Mutual Funds, Insurance, PMS, AIF, Bonds & Fixed Deposits by meeting new clients and taking references from the existing ones and hence build Assets Under Management (AUM) and Assets Under Advisement (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
• Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads

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 to clients
• Knowledge of Banking and financial products such MF, Insurance, Fixed Deposits. Strong follow up ability & keenness.

Desired Candidate Profile

Communication Skills: Should have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.

Should be a confident individual and must conduct and present themselves well in front of client

Analytical Skills: Is able to analyze the requirement of the clients basis their financial goals and have strong logical and numerical ability

Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.

Should always identify opportunities for greater profit

Compliance: Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation

To have the best of the talent in our company

Role: Relationship Manager & SR. Relationship Manager (B2C & B2B)

Department: Sales & Business Development

Experience: Minimum 1 Years to 15 Years Maximum.

Language: English, Hindi, Kannada is must. Other language proficiency is also preferred.

Employment Type: Full Time, Permanent

Role Category: Retail, B2C & B2B Sales

Education: Any Graduates / PG can apply

Travel: Should be willing to travel anywhere

Salary: Min: 25,000/- to Max: 1,00,000/- (Depends on the experience in Sales & Marketing of Product selling & Banking & Financial)

Benefits

• Cell phone reimbursement
• Provident Fund

• Performance bonus

• Bachelors (Preferred)

• B2B sales: 1 year (Preferred)
• Direct sales: 1 year (Preferred)
• Field sales: 1 year (Preferred)
• Retail sales: 1 year (Preferred)

• Bangalore City, Karnataka: Relocate before starting work (Required)

• 100% (Preferred)

Work Location: In person

• Speak with the employer* +91 9606456982