Home
Jobs

Head / Sr Relationship Manager

15 - 25 years

30 - 40 Lacs

Mumbai New Delhi Bengaluru

Posted:5 hours ago| Platform: Naukri logo

Apply

Skills Required

sales relationship management business development cross selling new client acquisition investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience. Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios. Focus on business development and achieve growth in relationship value, revenues & improve client stickiness Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Location- New Delhi,Mumbai,Bengaluru,Hyderabad

More Jobs at 4S Advisory's

Senior Full Stack Developer

Hyderabad

2.0 - 5.0 yrs
|

INR 25 - 30 Lacs

Senior Accountant - BioTech Manufacturing

Hyderabad

10.0 - 15.0 yrs
|

INR 12 - 17 Lacs

Chief Financial Officer

Bengaluru

10.0 - 20.0 yrs
|

INR 90 - 100 Lacs

DVP / AVP / Portfolio Manager - Wealth

Chennai

8.0 - 12.0 yrs
|

INR 50 - 55 Lacs

Video Content Creation professional

Hyderabad

1.0 - 2.0 yrs
|

INR 3 - 4 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Sales Interview Now
4S Advisory's

389 Jobs

RecommendedJobs for You

4S Advisory's logo

Head / Sr Relationship Manager

4S Advisory's

Bengaluru

4S Advisory's logo

Head / Sr Relationship Manager

4S Advisory's

Mumbai, New Delhi, Bengaluru

4S Advisory's logo

Head / Sr Relationship Manager

4S Advisory's

Mumbai

4S Advisory's logo

Head / Sr Relationship Manager

4S Advisory's

Mumbai

Shriram Life Insurance logo

Relationship Manager

Shriram Life Insurance

Krishnagiri, Chennai, Thiruvallur

4S Advisory's logo

Head / Sr Relationship Manager

4S Advisory's

Bengaluru

4S Advisory's logo

Head / Sr Relationship Manager

4S Advisory's

Mumbai, New Delhi, Bengaluru

Tvs Training And Services logo

ICICI Bank Hiring - Freshers - Tamilnadu (80+ Vacancies available)

Tvs Training And Services

All Over Tamilnadu

4S Advisory's logo

Head / Sr Relationship Manager

4S Advisory's

Mumbai

4S Advisory's logo

Head / Senior Relationship Manager - Wealth Management

4S Advisory's

Mumbai