Sr. Relationship Manager

As a Relationship Manager at Shree Consultants Wealth Management & Investment Advisory, your role will involve driving client acquisition, building strong client relationships, and providing customized financial solutions. You will be responsible for various tasks such as outbound calling, cold calling, lead generation, and client meetings. Key Responsibilities: - Build and maintain strong client relationships by understanding financial needs and offering tailored solutions. - Make effective cold calls and schedule appointments for client meetings. - Meet clients in person as per scheduled appointments. - Generate new leads and expand the client base. - Manage a portfolio of clients and provide ongoing investment advice. - Upsell, cross-sell, and obtain referrals to grow the business. - Monitor portfolio performance and provide regular updates to clients. - Stay updated on financial products, market trends, and regulatory requirements. - Coordinate with CST for client KYC compliance. - Ensure a high-quality client experience from pre-sales to post-sales stages. Qualifications: - UG/PG degree in any discipline. - Minimum 8 years of wealth management experience, with at least 5 years in a leadership role. - Strong financial planning and investment knowledge. - Proficiency in Excel and excellent communication skills. - Proven track record in achieving sales targets. - Experience in end-to-end sales would be preferred. In addition to the above, Shree Consultants is a leading wealth management and financial product distribution firm in South India, established in 2004. The company specializes in personalized financial planning, investment advisory, and digital-enabled client servicing. Please note that this is a full-time, permanent position with health insurance benefits provided. The work location is in person at Chennai.,