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Relationship Manager - Sales - Investment/Trading Product (1-12 Yrs) Chennai (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
We are seeking a highly motivated and skilled Relationship Manager to join our sales team. As a Relationship Manager, you will be responsible for making outbound calls to potential customers to promote and sell our products or services You will need to have excellent communication skills, a persuasive personality, and a positive attitude to succeed in this role. The ideal candidate should have experience in telesales, be able to work in a fast-paced environment, and be comfortable with making cold calls.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.- 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).Qualification:- Completion of any PG / UG / Any Specialization- Experience of 1- 10 yrs in sales sector.- Excellent leadership and communication skills.- Having knowledge of Excel is essential for this position.- Proven track record of achieving targets and growing revenue.
-Strong knowledge of financial planning and investment strategies.
-Ability to motivate and inspire team members to achieve their goals.- Good command of oral and written English and the ability to converse freely and build rapport.
-Experience in Sales process - end to end is a plus.Interested folks send me your resume for further proceedingsHR PavithraRi8 Solutions (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
RI8 SOLUTIONS
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