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Relationship Manager (B2C)

1.00 to 4.00 Years   Pune   23 Jan, 2025
SyncroSquad
Job LocationPune
EducationNot Mentioned
SalaryRs 2.0 - 5 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Looking for Relationship Manager with experience in DMAT accounts, SIPs (SystematicInvestment Plans), and insurance. This role typically involves managing and nurturing clientrelationships, particularly in financial products.Heres a brief overview of the skills and responsibilities for a Relationship Manager in thiscontext:Key Responsibilities:1. Client Relationship Management:o Build and maintain relationships with clients, understanding their financial needs.o Act as the main point of contact for high-net-worth clients, providing financialadvice and assistance.2. DMAT (Dematerialized Accounts):o Assist clients in opening, maintaining, and resolving issues related to their DMATaccounts.o Guide clients on using DMAT accounts for stock market investments andsecurities management.3. SIP (Systematic Investment Plan):o Advise clients on mutual fund investments through SIPs.o Help clients set up and monitor their SIPs for long-term wealth generation.4. Insurance Advisory:o Offer personalized insurance solutions, including life, health, and generalinsurance.o Ensure clients are adequately covered based on their financial profile and riskappetite.

Keyskills :
sipsales

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