Position: Relationship Manager / Investment Advisor
Grade: Sr. Manager to Sr. Chief Manager
Location: Mumbai / Bangalore / Delhi / Chandigarh
Job Responsibilities:
- Responsible for client acquisition and managing the overall client relationship
- Responsible for achieving target
- Engaging with customers to enrich the relationships and garner higher wallet share of the client.
- Ensure coverage of all relationships through customer engagements and risk profiling.
- Identify potential customers who can be sold tailored products to enhance product penetration
- Acquire new customers through converting referral leads
- Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them
- Having relevant experience in financial services industry.
- Proven people, business and client relationship handling skills
- Having a pleasing personality and effective communication skills
- Ability to engage very large clients
- Strong persuasion skills
- Deal closure ability
- Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints.
Required Experience:
- Graduate with 12 to 16 years Experience
- Post Graduate with 10 to 16 years Experience
- Tier 1 / Tier 2 Campus Post Graduate with 3 to 12 years
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