Relationship Manager Sales Investment/trading Product (1 5 Yrs) Kolkata/guwahati/siliguri (bfsi Sales)
Job Description
Key Job Responsibilities:- Acquire new clients and enhance engagement with existing ones by providing comprehensive financial planning solutions.- Conduct daily sales calls to identify and address client needs, offering tailored solutions and schemes.- Follow up regularly with leads, sharing broadcasts and new articles.- Expand the client database through new client meetings and referrals, building AUM and AUA for the branch.- Review and diversify client portfolios regularly, offering guidance to achieve financial goals across various product lines.- Cross-sell products to existing clients, keeping them informed about market trends.- Stay updated on all schemes, products, and solutions through regular training.- Communicate regularly with clients, sharing information, research, and materials.- Collaborate with regional marketing and product teams to showcase products and generate leads through marketing activities.Knowledge :Product Knowledge : In-depth understanding of Life Insurance, general insurance, fixed income, and mutual funds.Wealth/Portfolio Management : Assess client portfolios based on risk and reward preferences to help achieve financial goals.Financial Planning/Investment Advisory : Comprehensive knowledge of finance, sectors, and competitors to provide reliable client advice. (ref:updazz.com)
updazz .com
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Job Detail
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Job IdJD3312401
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSiliguri, West Bengal - Kolkata, West Bengal, India
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EducationNot mentioned
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ExperienceYear