My Money Mantra - Relationship Manager

Relationship Manager

Description:

- Client Management & Business Development: - Up-sell and cross-sell with Bank Mutual Fund products to retail and HNI clients from the assigned database.
- Generate new leads and referrals to expand the client base and increase overall market penetration.
- Develop and maintain strong, long-term relationships with existing HNI/UHNI clients.
Sales & Revenue Generation:

- Achieve sales and revenue targets by offering a diversified product mix, catering to the needs of the clients.
- Provide targeted financial advice, investment planning, and portfolio management services to clients, ensuring they achieve their financial goals.

- Conduct detailed client profiling and offer customized investment products to meet clients specific needs and objectives.
- Provide sound investment advice, keeping clients' financial aspirations and risk appetites in mind.
Customer Service & Satisfaction:

- Act as the primary point of contact for assigned clients, ensuring seamless service and prompt resolution of queries or issues.
- Maintain high service standards to ensure clients are satisfied and continue to entrust their financial investments with Bank AMC.
Team Handling & Leadership:

- Provide leadership and guidance to the team in achieving business objectives, sales targets, and client relationship goals.
- Mentor and coach team members, driving a culture of excellence, customer-centricity, and high performance.
Compliance & Knowledge:

- Ensure adherence to company policies, industry regulations, and ethical standards.

- Stay abreast of industry developments, market conditions, and competitor offerings to better advise clients and adjust sales strategies.
Desired Skills & Experience:

- Certifications: Preferably NISM certified.