Relationship Manager

We are urgently hiring for Relationship Managers 3

Location: Chennai :

Experience:

Only direct sales experienced candidates will be considered.

Only local candidates will be given preference.

Interested candidates can also share their CVs to suresh@myassetsconsolidation.com.

Key Job Responsibilities

• Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions.
• Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal
• Conduct timely and regular follow ups with the clients and tag them on broadcasts and new articles.
• Increase client database by meeting new clients and taking references from the existing ones and hence build AUM
• Review and diversify existing client portfolio on a regular basis and provide guidance accordingly
• Achieve financial goals of the clients through various product line like

  LI, MF, FI, GI

  and other liabilities products.
• Update and cross - sell products and services to existing clients and update them about the primary and secondary market trends
• Ensure regular connect with pending leads/references
• Update self-regarding all schemes, products and solutions by regularly attending trainings and reading NFOs
• Conduct activities i.e. conduct research and pitch to Corporates regarding NPS, group insurance and other upcoming schemes
• Share regular communications with client regarding information, research and material of the organization
• Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads

  Role & responsibilities

Preferred candidate profile