Relationship Manager @ Dreams Solutions

Job Description

Relationship Executive / Relationship Manager

DET

 Location- Bangalore/Delhi

 Experience - 1 yrs + any BFSI Sales

Role & responsibilities

To increase client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets. Responsible for acquiring new customers from open market and activate inactive clients internal Focus - Branch Relationship Team External Focus - Investors

Key Accountabilities To achieve monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls Generation of fresh leads through reference to shore up the clientele Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to Corporate clients/HNI and Retail customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of Retail and HNI customer

HR Jyoti Jain

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Keyskills:   investment management amc wealth management services wealth management hni banking nism hni client handling mutual funds