Recruiter at Consultancy
Views:20 Applications:8 Rec. Actions:Recruiter Actions:6
Relationship Manager - Field Sales - BFS (0-3 yrs)
- Meeting HNI Clients and fixing meetings
- Monitor and address HNI clients, Loans, PMS and Investment requirements
- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals
- Focus on business development across assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling
- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
- Ensuring client contact ability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls
- Resolution of queries for all managed clients within TAT specified
