Senior Relationship Manager (Permanent)

JOB DESCRIPTION : Role : Relationship Manager / Sr. Relationship Manager / CTC : It’s not constrain for right candidate (Its Negotiable). Experience : 1+ Year Location : Madurai Functional Area : BFSI, Investments & Trading. Employment Type : Full Time, Permanent. Education : Any Graduate. Total Openings - No. 30+ Notice period : Most preferred for immediate joiner / 15 days / 1 month. Note- Must have experience into Direct sales (insurance / mutual fund) ROLES AND RESPONSIBILITIES :

• 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 leads and tag them on broadcasts and new articles.
• Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.
• Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
• Achieve financial goals of the clients through various product line.
• Update and cross sell products to existing clients and update them about the primary and secondary market trends.
• Update self-regarding all schemes, products and solutions by regularly attending trainings.
• Share regular communications with client regarding information, research and material of the organization..
• Wealth / Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals
• Financial planning / Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to client. KEY SKILLS : Mutual funds,Life insurance, General Insurance, Home Loans, Bonds,Fixed Deposits, Investment Banking, Health Insurance. KNOWLEDGE :
• Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.
• Wealth / Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals.
• Financial planning / Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients. Interested Candidate can mail there resume