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
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