Relationship Manager jobs in Bangalore - HR Devi Talent Acquisition

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  • 0 Applicants
  • 2018-07-13

Job Description

Location : Bangalore

Experience : 2 – 7 Years

Job Description :

Key Deliverable:

Formulating The Strategies To Increase Client Base.

Contact all mapped clients through daily/weekly/monthly calls, regularly

Maintaining long term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company

New Client Acquisition And Revenue Generation Through Sale Of All Liability Products Including Insurance(Li & Non Li), Mf, Pms, Ipos,Bonds, Gold ,Real Estate,Fmp & Capital Protection Fund Etc To HNI Clients.

Preparation And Execution Of Financial Planning

Risk Profiling Of Existing & New Clients.

Regular Portfolio Review Of Existing & New Clients.

Providing seamless & superior service delivery.

Timely follow-up on all the product renewal opportunities uploaded in the system.

Promote large ticket MF SIP's per month.

Manage AUM & month on month growth of the same

Responsibilities:

Achievement of Product wise targets.

Formulate outbound & inbound sales plan to acquire new HNI clients/Retail clients for increasing customer base of the portfolio.

Regular contact with all mapped clients through daily/weekly/monthly calls.

Resolution of queries of all mapped clients within TAT specified.

Ensuring need based product approach towards clients & regular reporting of Product Penetration.

Ensuring regular updation of call reports in relevant systems.

Desired Candidate Profile:

1. Excellent Communication Skill

2. Own Conveyance is a must.

*Candidate should be working as Relationship Manager /wealth manager, dealing in multiple product like MF, LI , GI, FDs

* Candidate should be in direct sales.(field sales)

* candidate should hold minimum 1 crore AUM (one or less than one year experience candidate.)

Industry

Banking, Investments, Stock Market & Financial Services

Functional Area

Banking / Investments / Stock Market / Financial Services

Number of Vacancy

20

Education

Other Master Degree


About HR Devi Talent Acquisition

HR Devi and Associates is a one-stop destination for all your placement service requirements. With over twenty years of HR experience, we have provided exemplary HR and management services to the country’s leading textile companies like Morarjee Textiles, Raymond’s Denim and Indo Count Industries. As a Human Resource Consultant, we have managed a wide range of assignments including Quality Circle initiatives, Organization Transformation, Employee engagement Surveys, Performance Management across different industries/ sectors. We have taken full control of several large-scale assignments involving strategic HR aspects as well as designing and detailing HR initiatives, keeping in mind the requirements of the projects and through employee satisfaction surveys.

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