Relationship Manager

Job Description

Client Acquisition: Ø Identify and prospect potential clients through various channels, including referrals, networking, cold calling, and digital marketing initiatives. Ø Conduct client meetings, presentations, and consultations to understand their financial objectives, risk appetite, and investment preferences. Product Promotion: Ø Educate clients about the benefits and features of mutual funds, insurance policies, and SIPs, emphasizing their potential for wealth creation, risk management, and long-term financial planning. Ø Customize product recommendations based on clients' financial profiles, investment goals, and risk tolerance. Sales Target Achievement: Ø Set ambitious sales targets and develop strategies to achieve or exceed them within specified timelines. Ø Maintain a robust sales pipeline, track progress against targets, and take proactive measures to address any deviations. Relationship Management: Ø Cultivate strong, long-term relationships with clients by providing personalized service, timely assistance, and ongoing support. Ø Address client inquiries, resolve complaints, and provide updates on market trends and investment performance. Compliance and Documentation: Ø Ensure compliance with regulatory requirements, industry standards, and company policies in all sales activities and client interactions. Ø Maintain accurate records of client communications, transactions, and documentation related to sales and account management. Market Research and Analysis: Ø Stay informed about market trends, industry developments, and competitive offerings in the mutual funds, insurance, and SIP sectors. Ø Conduct research and analysis to identify potential opportunities, threats, and market segments for product penetration. Training and Development: Ø Continuously update knowledge and skills through training programs, workshops, and industry certifications related to mutual funds, insurance, financial planning, and sales techniques. Ø Share insights, best practices, and success stories with team members to foster a culture of learning and collaboration. Qualifications 4-6 years' of client relationship experience Ability to manage multiple projects and clients Strong communication and interpersonal skills Show more Show less