Relationship Manager

Role Purpose Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets Key Accountabilities To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer