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: It's not a constraint for the right candidate (It's Negotiable). Experience: 1+ Year

Location: Trivendrum 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. * 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.. * 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- Trivendrum

Interested candidates can email their resume to-