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Relationship Manager

Sakthifinance Financial Services Limited

1 - 6 years

2 - 4 Lacs

Chennai

Posted:1 month ago| Platform:

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Skills Required

Customer Relationship Sales Mutual Funds Sales Relationship Marketing

Work Mode

Work from Office

Job Type

Full Time

Job Description

Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis. Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis. Maintain customer relations & ensure post sale needs of customers are met. Ensure strict adherence to policies and procedures. Organize marketing activities or events to raise brand awareness.

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Sakthifinance Financial Services Limited

Financial Services

Coimbatore Tamil Nadu

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Relationship Manager