Relationship Manager - Urgent Required

Psalm Consulting

To deliver the desired revenue target numbers

Cross-Selling to existing customers & Acquisition of new customers

Financial planning of the customer

To provide solutions to the Customers financial needs

To systematically execute the sales process to facilitate delivery of revenue targets

Preparing and maintaining Sales Call reports and all relevant MIS

To identify potential HNI clients through referral networks

To execute monthly sales plan to acquire large prospective clients and ensure regular contact

with all mapped clients through regular weekly / monthly Calls.

Daily tracking of personal meeting with Clients

To ensure 100% client penetration for business sourced by building relationships & enabling

increase in share of wallet & revenues.

Promote all the product lines offered by the company MF, Broking (Equity, Commodities, and

Currency), Corporate FDs, Insurance (Life and Non-Life), Mortgage Solutions and Real Estate.

Experience : 1 - 7 Years

No. of Openings : 15

Education : Professional Degree

Industry Type : Insurance / Claims

Gender : [ Male / Female ]

Job Country : India