Relationship Manager - Sales - Bank (5-10 yrs) Mumbai (BFSI Sales/Marketing) | [DWR-678]

Relationship Manager - Sales - Bank (5-10 yrs) Mumbai (BFSI Sales/Marketing) | [DWR-678]

07 Feb
|
The Career Destination
|
Mumbai

07 Feb

The Career Destination

Mumbai

- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.



- Monitor financial market trends to ensure that client plans are responsive.



- Must ensure the growth of AUM / Book Size



- Responsible for achieving targets based on acquisition and revenue generation through investment products.



- Responsible for business development through acquisition of high net-worth clients.



- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.



- Analyze client portfolios and make necessary suggestions.



- Recommend financial products.





- Responsible for identifying customer needs and assessing their risk appetite



- Provide regular updates to the immediate superior as and when required



- Create and enforce plans that will help meet the needs of the customer.



- Revenue Achievement of Revenue Target decided for the year



- Client Acquisition and Client Active Ratio Client acquisition: "X" clients to be added in this financial year Active client: "Y" clients needs to be active



- High Revenue Impact Project HNI Clients Engagement and their Revenue Growth



- USM (Knowledge,Meetings, Reach Ratio and Talk Time)

The original job offer can be found in Kit Job:
https://www.kitjob.in/job/21097825/relationship-manager-sales-bank-5-10-yrs-mumbai-bfsi-sales-marketing-dwr-678-mumbai/?utm_source=html

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