Description - Relationship Manager (Wealth)
- V-Konnect Associates
- 1 to 6 Yrs
- Meerut+1 Agra
- 3 years ago
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Job Description
Job Responsibilities :
Will be involved into Relationship Building & Management with the customer for Sales &Services of Financial Products. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management]
To manage customers in the branch or through client visits & provide Financial / Investment Advisory, Develop new relations through referencing & other sources.
To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization.
Key Responsibilities:
* To deliver the desired target numbers by maintaining customer relationship.
* To Manage customer meetings and sales process as part of his reporting structure
* To consciously deliver support to center managers in increasing the profitability of the center.
* Conducting market research for generating business thereby adding for revenue generation.
* Ensuring customer satisfaction
* Exploring new areas and ways to achieve productivity.
* Preparing and maintaining MIS report.
Skill set:
* Good Communicator
* Customer Orientation
* Positive approach
* Interpersonal Skills
* Confident & positive approach
* Analytical skills
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Description - Relationship Manager (Wealth)
Contact Details:
Company: V-Konnect AssociatesLocation(s): Meerut+1 Agra
Keyskills: relationship building sales relationship management
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V-Konnect Associates
 V-Konnect is a full service recruitment company with its Head office at Gurgaon. V-Konnect brings with itself a decade of rich experience spanning across 10 industry sectors. Over the years, V-Konnect is a preferred recruitment partners to multinationals and leading Indian businesses. Organiz...
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