Relationship Manager

About the role

The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.

What you'll do

• Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions
• Conduct daily sales calling with prospective new clients and identify their needs
• Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal
• Conduct timely and regular follow ups with the clients
• Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch

What you need

• 1–4 yrs of experience
• Wealth management
• Cross-selling
• Sales
• Any graduate