Relationship Manager

Updated: April 16, 2024 06:15 AM GMT

Xperteez Technology

Vadodara, Gujarat

Responsibilities:
• Conduct daily sales calls to prospective clients, understanding their financial needs, and providing tailored financial planning solutions.
• Regularly engage with existing clients to review and diversify their portfolios, ensuring alignment with their financial goals.
• Expand the client database by meeting new clients, obtaining referrals, and increasing Assets Under Management (AUM) and Assets Under Advisory (AUA) for the branch.
• Stay updated on financial products, market trends, and competitors, providing clients with informed advice and recommendations.
• Collaborate with regional marketing and product teams to conduct marketing activities and generate leads, contributing to revenue targets achievement.

Qualifications:
• Excellent interpersonal skills with the ability to build strong client relationships.
• Strong understanding of financial products and services, including Life Insurance, General Insurance, Fixed Income, and Mutual Funds.
• Ability to... More Detail