Relationship Manager/ Sr Relationship Manager

Key responsibility
Descriptive Parameters
1.
Process
To formulate sales strategies to acquire new retail clients for increasing client base
To do portfolio review of existing clients
To prepare & implement Financial assessment of clients
To assess the portfolio risk according to changing market situation and diversify Portfolio as per the risk taking approach of client
To assess the portfolio risk according to changing market situation and diversify Portfolio as per the risk taking approach of client.
To keep a close monitoring not only on fund managements but simultaneously on other financial instrument as per market fluctuation to maximize the client interest.
To properly allocate surplus income or disposable income in top performing instruments.
To initiate minimum 50% goals every month
2.
Client
To acquire defined no. of new retail clients & existing clients are transacted every month
To activate inactive & retain active clients
To ensure client service standards are met & delivered at all categories of the client
To handle after sales service issues and resolving them to strengthen client faith
To contact all mapped clients through daily/weekly/monthly calls, regularly
To continuously track and connect with the clients for upselling & cross selling
3.
Product
To provide advisory services into various instruments like General Insurance, Mutual Funds, Mutual Funds, General Insurance, Mutual Funds, Life Insurance & Fixed Deposits
To meet product wise volume target
To upgrade no. of product average per client

Salary:INR 3,00,000 - 6,00,000 P.A.

Role Category:Retail Sales

Role:Sales/Business Development Manager

Employment Type: Permanent Job, Full Time

Keyskills

Sales Strategy Life Insurance Fixed Deposits Cross Selling General Insurance Relationship Management Mutual Funds Client Servicing After Sales Service Advisory Services Financial planning & Wealth management

Desired Candidate Profile

V. Hygiene Factors / Competencies required for the role:
Hygiene Factors
Essential/Desired
Competencies
Essential/Desired
Regularity or Punctuality
Essential
Drive for Results
Essential
Cost Consciousness
Essential
Process Orientation
Essential
Courtesy and behavior of appraisee towards clients or colleagues
Essential
Client Centricity
Essential
Grasping Power
Essential
Adaptability
Desired
Integrity
Essential
Effective Communication and Influencing
Desired
Professional attire as per company policy
Essential
Effective Decision Making
Essential
Quality of work and Dependability
Essential
Effective Team Work and Collaboration
Essential
Attitude towards seniors
Essential
Accountability
Essential
Creativity and Innovation
Essential
Leading and Nurturing People
Essential


Strategic Thinking
Essential


Analytical Thinking
Essential

(Please mention NCRJobs.in for reference)

Location : New Delhi

Address : 97,bajaj House,5th Floor, Nehru PlaceNEW DELHI,Delhi,India 110001