Relationship Manager - Sales - Banking (0-10 Yrs) Chennai (BFSI Sales)

Relationship Manager Key Responsibilities :- 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). (ref:updazz.com)

Payroll Type : Permanent