Relationship Manager - Wealth

Job Description :

- Formulating The Strategies To Increase Client Base.

- Contact all mapped clients through daily/weekly/monthly calls, regularly

- Maintaining long term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company

- New Client Acquisition And Revenue Generation Through Sale Of All Liability Products Including Insurance(Li & Non Li), Mf, Pms, Ipos,Bonds, (MAJOR MUTUAL FUNDS) Etc To HNI Clients.

- Preparation And Execution Of Financial Planning

- Risk Profiling Of Existing & New Clients.

- Regular Portfolio Review Of Existing & New Clients.

- Providing seamless & superior service delivery.

- Timely follow-up on all the product renewal opportunities uploaded in the system.

- Promote large ticket MF SIP's per month.

- Manage AUM & month on month growth of the same

Responsibilities:

- Achievement of Product wise targets.

- Formulate outbound & inbound sales plan to acquire new HNI clients/Retail clients for increasing customer base of the portfolio.

- Regular contact with all mapped clients through daily/weekly/monthly calls.

- Resolution of queries of all mapped clients within TAT specified.

- Ensuring need based product approach towards clients & regular reporting of Product Penetration.

- Ensuring regular updation of call reports in relevant systems.

Mobile: +91 7835966503/9870327280