Relationship Manager Jobs in Navi Mumbai - 22114690

Job Description:

Relationship Manager

1 - 4 Years

Mumbai, Pune, Navi Mumbai, Mumbai Suburbs

Job Description

The objective is primarily the RM would be responsible to manage the wealth of customers through
IFAs
New Client / Direct Customer
Corporates
Generate revenue with the help of IFAs, Corporates & direct clients.

Core product is Mutual Fund - B2B & B2C both

Job Description -

1.Should possess the required in-depth domain knowledge of Wealth Management, Financial Planning and the bouquet of Financial Products including Third Party products

2.To Recruit & Develop the IFA (Independent Financial Advisor).

3. To Organize and Conduct Investors meet in their respective cities.

4.Advise Corporate / HNI clients on various investment opportunities available in the market and help them to generate a high ROI (Return On Investment)

5. To provide end-to-end service solutions to existing customer relationships on a pro-active manner
Conceptualize & implement sales promotional plan through various marketing channels

6.Cross-sell products and services to both new as well as existing clients as per their lifestyle, risk profiling and requirements basically through financial planning process.

7.Achieving financial goals of the clients through various product line like LI, MF, FD, GI and other savings & Investment products.

8.Maintaining long term relationships with existing/new clients so as to increase the revenue base for the company.

9.Updating customers on the changes of trends on the business landscape
Continuous updation of the MIS Reports or any other business reporting (daily-weekly-monthly sales reports)

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Channel Sales

Role:Client Relationship Manager

Employment Type:Permanent Job, Full Time

Keyskills

Relationship Management, RM ,Revenue Generation

Desired Candidate Profile

Please refer to the Job description above

Company Profile

KRM Global

KRM Global

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