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Relationship Manager

1.00 to 3.00 Years   Kochi   20 Feb, 2023
Job LocationKochi
EducationNot Mentioned
SalaryNot Disclosed
IndustryRecruitment Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Relationship ManagerJob DescriptionFunction: Sales and Business Sales / Business DevelopmentBusiness DevelopmentDirect SalesSalesResponsibilities:Responsible for cross selling various financial products like Mutual funds, Insurance (Life, General), etc to new customers and building depth within the existing relationships.Meeting monthly targets by providing 360-degree Financial Assessment Services, Wealth Management Services and by doing portfolio reviewing of the various client segment.Formulating strategies for expanding the client base by providing investment advice to the clients.Maintaining long-term relationships with existing/new clients for increasing the Asset Under Management (AUM) for the company.Cross-sell products and services to both new & existing clients according to their need.New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing clients.The Locations vacant in Tamil Nadu are:1. Coimbatore2. Trichy3. Madurai4. Tirunelveli5. Karur6. Neyveli7. KumbakonamAnd inKerala State8. Tiruvanananthapuram9. Cochin10. PalakkadSelection Criteria
    • 1. Graduation
    • 2. Age 21- 33 years
    • 3. Direct Sales Experience of 1-3 years in Banking Financial Services and Insurance - is Mandatory.
    • 4. Should possess good communication.
    • 5. Two Wheeler with DL.
    Contact details : Swaminathan -Cell: hidden_mobile. hidden_email

Keyskills :
salesbancassurancebusiness development

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