Relationship Manager - Chennai - My Assets

Job Description

Roles and Responsibilities

Key Job Responsibilities

• Acquire new clients and Increase engagement of existing client by providing complete financial solutions across investments.

Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal

• Conduct timely and regular follow ups with the clients and tag them on broadcasts and new articles
• Increase client database by meeting new clients and taking references from the existing ones and hence build AUM
• Review and diversify existing client portfolio on a regular basis and provide guidance accordingly
• Achieve financial goals of the clients through various product line like LI, MF, FI, GI and other liabilities products
• Update and cross - sell products and services to existing clients and update them about the primary and secondary market trends
• Ensure regular connect with pending leads/references
• Update self-regarding all schemes, products and solutions by regularly attending trainings and reading NFOs
• Conduct activities i.e. conduct research and pitch to Corporates regarding NPS, group insurance and other upcoming schemes
• Share regular communications with client regarding information, research and material of the organization
• Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads.
• Target oriented.

Desired Candidate Profile:Candidates should be an Graduate with decent flair in English. Attitude to learn in financial industry.

Preference will be given to those worked in banks.

Those are specialised in securing CASA account in banks will also be given preference.

Perks and Benefits

As per Industry standard.Also besides salary incentive will be paid after confirmation. it will vary from product to product.

Job Classification

Industry: Banking, Financial Services, Broking
Functional Area: Sales, Retail, Business Development,
Role Category: Channel Sales
Role: Channel Sales
Employement Type: Full time

Education

Under Graduation: Any Graduate in Any Specialization
Post Graduation: Any Postgraduate in Any Specialization, Post Graduation Not Required
Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required

Contact Details:

Company: My Assets Consolidation.com
Address: New No 72,Old No 47, M G Road,Vannathurai,Thiruvanmiyur,Chennai-600041.
Location(s): Chennai

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Keyskills:   Life Insurance Mutual Funds Sales Fixed Income Capital Market Money Market General Insurance Relationship Management Bonds Health Insurance