Relationship Manager - Wealth

About the role

TERRITORY-II, NORTH-2, PUNJAB-2, JALANDHAR, JALANDHAR, JALANDHAR, F1288-G, METRO, PUNJAB Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets. Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to client's basis their requirements and goal.

What you'll do

• Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets
• Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to client's basis their…
• Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products
• Update and cross – sell products and services to existing clients and update them about the primary and secondary market trends
• Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at MFL

What you need

• Cross-selling
• Portfolio management
• Mutual funds
• Business development
• Sales
• Compliance
• Any graduate