Consultant at AVTAR Career Creators
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Relationship Manager - Wealth - Assets & Liabilities Product (4-10 yrs)
Job Description:
The core products would be mutual fund, insurance, equities & also need to cross sell of assets & liabilities product.
- It is basically a relationship maintaining role.
- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
- Achievement of product-wise targets
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
- Ensuring regular availability of Research material and inputs to the client
- Conduct risk profiling of all mapped clients for better advisory on investment needs
- Ensuring client contact ability at all times through updating of latest contact details in all necessary systems
- Regular contact with all mapped clients through weekly / monthly calls
- Resolution of queries of all mapped clients within TAT specified
- Ensure compliance through regular process checks and self-audit scores.
- Ensuring regular updating of call reports in relevant system
- Ensuring need based product approach towards clients and regular reporting of product penetration
- Mandatory certifications
- Managing relationships to improve relationship value of existing customers.
Salary: INR 450000 - 800000
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