Relationship Manager - Sales - Investment/Trading Product

Xperteez Technology

Siliguri, West Bengal

Key Job Responsibilities
• Acquire new clients and enhance engagement with existing ones by providing comprehensive financial planning solutions.
• Conduct daily sales calls to identify and address client needs, offering tailored solutions and schemes.
• Follow up regularly with leads, sharing broadcasts and new articles.
• Expand the client database through new client meetings and referrals, building AUM and AUA for the branch.
• Review and diversify client portfolios regularly, offering guidance to achieve financial goals across various product lines.
• Cross-sell products to existing clients, keeping them informed about market trends.
• Stay updated on all schemes, products, and solutions through regular training.
• Communicate regularly with clients, sharing information, research, and materials.
• Collaborate with regional marketing and product teams to showcase products and generate leads through marketing activities.

Knowledge

Product Knowledge : In-depth understanding of Life... More Detail

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