Relationship Manager - Sales - Financial Institution/Broking Firm (4-12 yrs)
Relationship Manager with a leading financial institution/broking firm
- Sourcing NRI customers & thereby generating fee based income
- Managing customer relationships & addressing both service & sales queries for customers with an objective to engage & retain customers
- Individually acquire and nurture relationships of the client through wealth products
- Generate new business to achieve defined sales targets
- Have complete knowledge of the customer base in terms of the profile, demographics & psychographic and assets in the Bank and in other places
- Achieve the Targets set in terms of product mix
- Achieve the budgeted cross sell targets.
- Aggressive Sales call plans to acquire large prospective customers through referrals
- Ensure compliance with these RBI/FEMA/ SEBI policies and procedures on NRI investment.
- Ensure compliance with these RBI/FEMA/ SEBI policies and procedures on NRI investment.
- Responsible for generation of revenues through sale of Demat and broking and Third Party Products like PMS, AIF and Mutual Funds.
- Acquisition of NRI clients.
- Maintain Relationship with NRI clients and raising funds in Capital Market and Banking Sector.
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