Relationship Manager

Relationship Manager

Education Background

Graduate/Post Graduate/MBA with 3 years of experience from BFSI

Work Experience

Preference to candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds, PMS, investment products

Critical Skills Required

Relationship Management
Influencing Skills
Technical - Product Knowledge
Presentation skills
Interpersonal skills
Effective Communication
Result oriented with proper adherence to compliance

C. Role Purpose

Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets

D. Key Accountabilities

To up sell MF. .PMS, investment products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele

Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls

Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling

Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships

Profiling customers and provide financial products to meet customer needs

Ensuring the highest levels of service to the client /HNI customers

Providing Investment planning and advice

Achieving sales and revenue targets spread across product mix

One point contact for the assigned customer