Relationship Manager - Retirement Solutions

We have opening on Urgent Basis:

Organization: Leading Retirement Solutions Company (Subsidiary of MNC Financial Conglomerate)

Location : Hyderabad & Pune

Package : 8.0 lacs to 20.0 lacs (Negotiable)

Exp : 2- 10 years (Relevant)

Note : Candidates from Banking & Wealth Companies need to Apply.

Position Title: Relationship Manager

Position Purpose:

- Create long-term relationship with clients based on trust & confidence and ensure that the client executes the recommendations fully in letter and spirit and accumulates saving as per plan. Supplement client retirement plan with associated products related to risk-management (goal-based term life & general insurance, estate planning etc.,) to ensure least disruption in achieving plan objectives.

Note:

Essential Functions:

- Take over the client relationship from the Retirement Planners beginning with the hand-over of client retirement plan.

- Guide client plan execution through various life-stages in a smooth manner.

- Attain key objectives of emergency funding; plan execution; plan funding as per recommendation and cross-sell to ensure asset accumulation targets for the region are met.

- Ensure a high-level of personalized attention to the client plan execution process. This will include keeping a close watch on clients service-level TAT, anticipating the various associated products and services (including need for client plan review), in alignment with the dynamics of changing life-stages, that might be required to fulfill their plan execution. Escalate customer queries and issues and ensure time-bound revert in coordination with, regional/corporate operations &/or investment advisory assist team, as applicable. In summary the RM has to be highly pro-active in engaging the client.

- The RM must exercise his judgment and escalate, any issues which he/she believed are beyond his/her control and could prove damaging to his relationship with the client, to appropriate management level and/or department.

- Provide market information & customer feedback to Corporate team on a regular basis.

- Update CRM system as per defined standards and timelines.

- Keep up to date with financial markets, products, PRA policies and other financial information which helps build credibility with customers.

- Leverage existing relationships to open client acquisition opportunities through referral mode for the Retirement Planners .

- Perform other job-related duties and special projects as & when required.

If you are interested please send your updated resume with following Details.

Current CTC:
Current Organization:
Total Relevant Experience:
Internal HR Grade:
Reporting to:
Current Location:
Preferred Location:
Notice Period:

Abhai Srivastava

9582895949