Relationship Manager
Ananta Resource ManagementMumbai, Maharashtra, IndiaJob Profile & Responsibilities :
A) Key Responsibility Area
Client Sourcing
Periodical Financial Review
Day to Day Coordination between Client & Operations
Up sell and Cross sell
Renewals of Investment & Insurance Products
B) Key Performance Indicator
New Client Conversion
Client Retention
New Client Referrals
Product Sales Outcomes
100% Renewals
100% Client Wallet Share
Qualifications
CFP / NISM Level1 & Level2 Registered Investment Advisor Certification & NISM VA MF Certification
Other SkillsAdvanced working knowledge of Excel Basic Knowledge of Word & Power Point
Good written and spoken English
Good written and spoken English
client sourcing,financial review,upsell and cross sell
Key Skills
Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry
Employment Type : Full Time
Experience : years
Vacancy : 1