Relationship Manager - Sales - Bank (3-5 Yrs) Pune (BFSI Sales)

Roles And Responsibilities :- Providing advice on stocks, derivatives, currencies, and commodities to high-net-worth individuals.- Actively engaging with clients to provide efficient consulting and generate income through financial products.- Cross-selling insurance, mutual funds, Portfolio Management Services (PMS), and other financial products to meet the diverse needs of clients.- Personally, assisting customers with a substantial book value (at least 25 lacs) in their financial portfolio management.- Resolving client complaints and inquiries in a timely and effective manner to maintain a positive client experience.- Holding regular meetings to attract new clients and retain existing ones by understanding and addressing their financial goals.- Using call tracking, setting weekly targets, conducting meetings, and participating in conference calls to monitor and enhance the advising skills of the financial advisors.- Creating comprehensive customer profiles through analyzing information, providing portfolio recommendations, and conducting thorough assessments of clients financial needs. (ref:updazz.com)

Payroll Type : Permanent