Senior Relationship Manager
Job Description
Location: Coimbatore / Chennai Professional Background: Minimum 7+yrs of experience in BFSI / NBFC : To acquire and build relations with Retail/ Ultra High Net worth and Corporate customers. Cross-selling insurance and other wealth management products, advising various Treasury Debt products to the Corporate & and SMEs Advise Corporate / Promoters / HNI clients on various investment opportunities available in the market and help them generate a high ROI (Return On Investment) To provide end-to-end service solutions to existing customer relationships in a proactive manner To educate all segments of customers about various investment avenues available primarily with investing products avenues and to provide high-quality advice to them on their asset allocation To gauge the customer\'s risk appetite, and time horizon and provide advisory services in line with customers Conceptualize & and implement a sales promotional plan through various marketing channels Updating customers on the changes in trends in the business landscape Continuous updation of the MIS Reports or any other business reporting (daily-weekly-monthly sales reports) Should possess the required in-depth domain knowledge about Mutual Funds, Insurance, Bonds, Discretionary Products PMS corpus mobilization, Structured Products any other third-party products. NISM certification is Mandatory
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Job Detail
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Job IdJD3192412
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationCoimbatore, Tamil Nadu, India
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EducationNot mentioned
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ExperienceYear