Vashi Integrated - Relationship Manager

Client Management & Business Development:

- Up-sell and cross-sell with Bank Mutual Fund products to retail and HNI clients from the assigned database.

- Generate new leads and referrals to expand the client base and increase overall market penetration.

- Develop and maintain strong, long-term relationships with existing HNI/UHNI clients.

Sales & Revenue Generation:

- Achieve sales and revenue targets by offering a diversified product mix, catering to the needs of the clients.

- Provide targeted financial advice, investment planning, and portfolio management services to clients, ensuring they achieve their financial goals.

Client Profiling & Advisory:

- Conduct detailed client profiling and offer customized investment products to meet clients specific needs and objectives.

- Provide sound investment advice, keeping clients' financial aspirations and risk appetites in mind.

Customer Service & Satisfaction:

- Act as the primary point of contact for assigned clients, ensuring seamless service and prompt resolution of queries or issues.

- Maintain high service standards to ensure clients are satisfied and continue to entrust their financial investments with Bank AMC.

Team Handling & Leadership:

- Provide leadership and guidance to the team in achieving business objectives, sales targets, and client relationship goals.

- Mentor and coach team members, driving a culture of excellence, customer-centricity, and high performance.

Compliance & Knowledge:

- Ensure adherence to company policies, industry regulations, and ethical standards.

- Preferably hold NISM certifications with up-to-date knowledge of Mutual Fund products, market trends, and regulatory changes.

Market Research & Competitor Analysis:

- Stay abreast of industry developments, market conditions, and competitor offerings to better advise clients and adjust sales strategies.

Desired Skills & Experience:

Certifications: Preferably NISM certified.

Product Knowledge: In-depth knowledge of Mutual Funds, portfolio management, and financial markets.

Client Relationship Management: Proven experience in managing Retail/HNI/UHNI clients with a focus on sales and customer satisfaction.