Wealth Manager _ - Bengaluru, Chennai, Hyderabad
6 days ago
Job summary
This Senior Relationship Manager will conduct daily sales calling with prospective new clients and identify their needs.Provide and develop solutions and suggest schemes to clients basis their requirements
and goal.Conduct timely follow ups with leads tag them on broadcasts new articles Increase client database by meeting new clients references from existing ones build AUM AUA for branch Review diversify existing client portfolio regularly provide guidance accordingly Achieve financial goals of clients through various product line Update cross sell products to existing clients update them about primary secondary market trends Conduct regular marketing activities regional marketing product team showcase products features generate leads Have detailed knowledge all products related Life Insurance general insurance fixed income mutual funds etc Understand client portfolio in terms of risk reward appetite assist achieve financial goals have thorough financial sector knowledge competitors must provide sound reliable advice to clients Have excellent socializing relation building skills Excellent communicating listening skills ability explain complex information clearly simplified manner Analytical Is able to analyse requirement of clients basis financial goals strong logical numerical ability Has ability deal stress follow procedures good emotional stability conscientiousness when dealing targets Always identify opportunities greater profit Follow guidelines compliance needs closely monitored response request documentation
Job description
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