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Waytogo Consultants
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Relationship Manager

Relationship Manager

Waytogo Consultants

3 - 8 years

5 - 10 Lacs

Bengaluru, Hyderabad

Posted:3 months ago| Platform:

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Skills Required

relationship manager casa Retail Liabilities tpp mutual fund sales Retail Branch Banking senior relationship manager

Work Mode

Work from Office

Job Type

Full Time

Job Description

Build and maintain strong relationships with existing and potential clients to understand their financial goals and investment needs. Promote and sell mutual fund products and other investment solutions to HNIs, institutions, and retail clients. Provide clients with customized investment solutions based on their risk appetite and financial objectives. Conduct regular meetings with clients to review their portfolio and suggest necessary adjustments. Ensure excellent customer service and timely response to client queries. Achieve monthly, quarterly, and annual sales targets. Monitor market trends and competitor offerings to stay informed and adapt strategies accordingly. Collaborate with the marketing team to identify opportunities for client acquisition. Generate leads, prospect new clients, and grow the business. Ensure compliance with regulatory requirements and internal policies.

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Waytogo Consultants

www.waytogoconsultants.com

Consulting

San Francisco

50 Employees

82 Jobs

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