Affluent Relationship Manager - Customer Engagement Channel

Affluent Relationship Manager - Customer Engagement Channel

Responsibilities:

Mentorship:

- Provide guidance and mentorship to team members, helping them enhance their skills and achieve their targets.

- Performance Monitoring: Monitor the team's performance, provide constructive feedback, and implement strategies to improve overall productivity.

- Remember, successful selling in the financial sector is not just about pushing products but building relationships based on trust and understanding. By genuinely understanding your clients' needs and providing them with tailored solutions, you can achieve both their financial goals and your sales targets effectively.

- 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

- Acquisition & Servicing of HNI/UHNI customers.

- Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.