Senior Career Consultant at Team Lease Services Pvt Ltd
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Relationship Manager - PCG - Securities (3-10 yrs)
- New client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.
- Developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
- Responsible for primarily selling Equity based investment products.
- Cross-Sell of Third party products like Mutual Funds, Assets (Car Loans, Home Loans, LAP & LAS), Tax-free Bonds traded over the Stock Exchanges, PMS & Structured products.
- Manage an existing base of dormant clients to reactivate, build relationship and business.
- Achieving targets as assigned by the organization on a monthly basis.
- Understand client's risk profile and maximizes the - risk vs. reward- balance for individual clients by optimizing product mix
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