Relationship Manager

Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions.

· 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.

· Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA.

· Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products.

· Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.

· Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads.

Meeting with clients & understand the requirements and execute the plan