Relationship Manager Sales/business Development Bfs (2 4 Yrs) Chennai (bfsi Sales)
Job Description
Title : Relationship Manager Location : Chennai - Mylapore (Work from office)Experience : 2-4 yearsEducational Qualification : Graduation/Post GraduationRole in briefManage client onboarding for Wealth clients : 1. Existing Client Relationship Management : - Managing existing clients investment portfolios- Reviewing portfolios and making changes when required.- Driving New Business from our existing clients for various financial services - Financial and technical analysis of various financial options available like Mutual Funds, Stocks, Loans, Insurance(Only General and Term Insurances), Estate Planning, Taxation Planning- Goal Based Planning and mapping of investments2. New Client Relationship Management : - Responsible for financial planning, financial analysis of new clients and are responsible to acquire new clients from the following channels :1) Referential Leads from existing clients2) Leads Generated by the internal acquisition team of the company3) Leads generated from other sources (ref:updazz.com)
updazz .com
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Job Detail
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Job IdJD3170027
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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 LocationChennai, Tamil Nadu, India
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EducationNot mentioned
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ExperienceYear