Job Description

AREA RELATIONSHIP MANAGER with Valuenable pvt LtdSalary - 7- 9.5 LPAexperience - 5+ yearsLocation - Hyderbad, Chennai, KolkataKey Responsibilities :Customer Acquisition : Identify and target potential clients to expand the customer base, focusing on high-net-worth individuals and institutional clients for mutual fund sales and wealth management services.Mutual Fund Sales : Promote and sell a range of mutual fund products, providing clients with tailored investment solutions that align with their financial goals and risk appetite.Loan Against Security : Educate clients about loan against security options, assisting them in understanding the benefits and processes involved, while facilitating the application and approval process.Performance Tracking : Monitor and report on sales performance metrics, client feedback, and market developments to management, ensuring alignment with company goals and strategies for continuous improvement.Wealth Management : Develop and implement personalized wealth management strategies for clients, ensuring comprehensive financial planning that includes investment, insurance, and retirement solutions.Relationship Management : Build and maintain strong relationships with clients, providing ongoing support and regular updates on their investment portfolios, market trends, and new product offerings.Market Analysis : Conduct thorough market research and analysis to identify trends, opportunities, and competitive positioning, enabling informed recommendations to clients.Performance Tracking : Monitor and report on sales performance metrics, client feedback, and market developments to management, ensuring alignment with company goals and strategies for continuous improvement (ref:updazz.com)

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