Recruitment Associate at Xperteez Technology
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Relationship Manager - Telesales - Bank (0-6 yrs)
Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions :
- Conduct daily sales calls with prospective new clients and identify their needs.
Provide and develop solutions and suggest schemes to clients' basis their requirements and goal.
- Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.
- Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.
- Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lines.
- Update and cross sell products to existing clients and update them about the primary and secondary market trends.
- Update self-regarding all schemes, products, and solutions by regularly attending trainings.
- Share regular communications with clients regarding information, research and material of the organization.
- Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generating leads.
Achieving Revenue Targets
- Ensure that revenue for the total review period meets the target revenue.
- Share daily business data from respective clients with the branch client service officer.
- Ensure and drive high utilization of digital platforms keeping in mind organization ethics.
Knowledge :
Product Knowledge - Detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds.
Wealth/ Portfolio Management - Understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goal.
Financial planning/ Investment Advisory - Thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients.
