HR Recruiter at Staffberries
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Relationship Manager - Sales - Bank (1-5 yrs)
Roles and responsibilities:
1. Existing Client Relationship Management
- Managing the existing clients of Ingenetus which includes any service-related, operational or sales-driven requests.
- Driving New Business from our existing clients for various financial services
- Financial technical analysis of various financial options available like Mutual Funds, Loans, Insurance, Estate Planning, Taxation Planning, etc.
2. New Client Acquisition
- Responsible for generating leads and conversion through either or all of the following channels
i) Cold Calls
ii) Conducting Financial Awareness Programs
iii) Referential Calling
Additional responsibilities:
- Meeting the clients and doing the initial screening of the client's portfolio
- Cross-selling of various financial instruments to the clients depending upon their needs
- Managing various MIS
- Onboarding prospects from the candidate's existing network
- Utilizing Corporate networks to hold Financial Awareness Programs
- Presenting achievement through performance reviews
