Job Description
Urgent for the role of Relationship Manager (sales) - Delhi/ NCR
Job Description
Roles and Responsibilities:
- Procuring the potential clients through networking, database, market analysis and references.
- Generating cross-sell revenue and doing 360 degree financial planning by wealth management.
- Managing and improving relationship values through clienteling.
- Liaison with operations team to resolve queries and revenue generation.
- Comply with organizational guidelines and norms.
- Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.
- Achieving financial goals and maintaining organization brand value.
- The products will include all the liability products like life insurance, general insurance, mutual funds, fixed income etc & it is a direct sales channel.
Salary:Not Disclosed by Recruiter
Industry:Banking/Financial Services/Broking
Functional Area:Sales,Retail,Business Development
Role Category:Retail Sales
Role:Sales/Business Development Manager
Employment Type:Permanent Job, Full Time
