Customer Relations Manager

We are seeking a dynamic and results-driven Client Relationship Manager to join our team. The

successful candidate will be responsible for driving sales of mutual funds, cross-selling

insurance, and promoting other investment products. This role requires a proactive approach to

client engagement, utilizing multiple channels to increase sales and expand our client base.

Responsibilities

● Sales of Mutual Funds:

Promote and sell mutual fund products to both existing and potential clients.

● Cross-Sell Insurance and Investment Products:

Identify opportunities to cross-sell insurance and other investment products based on

client needs and financial goals.

● Client Relationship Management:

Develop and maintain strong relationships with clients, ensuring a high level of customer

satisfaction and retention.

● Increase Sales Through Cold Calling:

Proactively reach out to potential clients through cold calling to generate new business

opportunities.

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● Offline Marketing:

Plan and implement offline marketing strategies, including events, seminars, and

networking, to increase brand visibility and drive sales.

● Market Research and Analysis:

Stay updated on market trends, competitor activities, and regulatory changes to identify

new opportunities and adjust strategies accordingly.