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10/12 Hancy Arora
HR at V-konnect Associates

Views:190 Applications:14 Rec. Actions:Recruiter Actions:0

Relationship Manager - Wealth Management (1-10 yrs)

Jalandhar/Ludhiana Job Code: 189113

Job Description:

Job Responsibilities :

- Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products.[Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management]

- To manage customers in the branch or through client visits & provide Financial / Investment Advisory, Develop new relations through referencing & other sources.

- To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization.

Key Responsibilities:

- To deliver the desired target numbers by maintaining customer relationship.

- To Manage customer meetings and sales process as part of his reporting structure

- To consciously deliver support to center managers in increasing the profitability of the center.

- Conducting market research for generating business thereby adding for revenue generation.

- Ensuring customer satisfaction

- Exploring new areas and ways to achieve productivity.

- Preparing and maintaining MIS report.

Skill set:

- Good Communicator

- Customer Orientation

- Positive approach

- Interpersonal Skills

- Confident & positive approach

- Analytical skills

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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