Senior Relationship Manager

Muthoot Fincorp Limited

Visakhapatnam

Not disclosed

Work from Office

Full Time

Min. 3 Years

Job Details

Job Description

RELATIONSHIP MANAGER - WEALTH

  • Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets.
  • Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to client’s basis their requirements and goal.
  • Achieve financial goals of the clients through various product lines 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 that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at MFL.
  • Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance.
  • Collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation.
  • Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions.
  • Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives.
  • Evaluate clients' risk tolerance and ensure investment strategies align with their risk profiles while minimizing potential financial risks.
  • Adhere to all regulatory guidelines and compliance standards, ensuring that clients' investments comply with relevant laws and regulations

Job role

Work location

VISHAKHAPATNAM 3

Department

Banking / Insurance / Financial Services

Role / Category

Trading, Asset & Wealth Management

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 3 years

About company

Name

Muthoot Fincorp Limited

Job posted by Muthoot Fincorp Limited

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