Relationship Manager / Sr. Relationship Manager - Direct Sales

Roles and Responsibilities

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

Provide and develop solutions and suggest schemes to clients basis their 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.

Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads.

Desired Candidate Profile

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 client.

Key Skills

Mutual funds, Life insurance, General Insurance, Home Loans, Bonds, Fixed Deposits, Investment Banking, Health Insurance

Desired Candidate Profile
1. Candidate with good communication skills.

2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for
minimum 1 year +

3. Pleasing Personality

4. Candidates with NISM - MF Advisory module CFP/CWM would have an added advantage.