HR Recruiter at SHREE MUTUAL FUND SERVICES PRIVATE LIMITE
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Relationship Manager - Sales - Mutual Fund (0-8 yrs)
Relationship Manager
- Develop and maintain strong relationships with clients to understand their needs and provide personalized financial advice and solutions.
- Effective cold calling and relationship building can help a retail manager generate their own leads and build new connections.
- Has to meet the client fixed by the voice caller and telecaller.
- Ensure that a maximum number of appointments should be made for a month.
- Ensure quality of appointments provided to the sales.
- Manage a portfolio of clients and provide ongoing support and advice to help them achieve their financial goals.
- Proactively seek out new business opportunities and generate new leads to expand the client base.
- Maintain up-to-date knowledge of financial products, services, and market trends to provide the best advice and recommendations to clients.
- Conduct regular performance reviews and provide updates to clients on their portfolio performance and investment strategy.
- Ensure compliance with industry regulations and company policies and procedures
- Actively looking for possibilities to upsell and cross-sell to existing customers
- Obtaining referrals from the current clientele to widen the sales pipeline
- Overseeing pre- to post-sales support activities for the designated goods and regions while guaranteeing the greatest level of client satisfaction.
- Stay up-to-date on market trends and developments to ensure the team is well-informed and equipped to provide expert advice.
- The KYC (Know Your Customer) process for customers will be conducted with the assistance of the CST (Customer Service Team).
