Key Responsibilities:

Develop and maintain robust relationships with clients to understand their needs and provide personalised financial advice and solutions.

Effective cold calling and relationship building can help a retail manager generate their own leads and build current connections.

Has to meet the client in person once after fixing an appointment by yourself

Ensure that a maximum number of appointments are made for a month.

Ensure quality of appointments provided to the sales.

Manage a portfolio of clients and provide ongoing support and advice to help them achieve their financial goals

Proactively seek out new business prospects and generate new leads to expand the client base

Maintain up-to-date knowledge of financial products, services, and market trends to provide the best advice and recommendations to clients





Conduct regular performance reviews and provide updates to clients on their portfolio performance and investment strategy

Ensure compliance with industry regulations and company policies and procedures

Actively looking for possibilities to upsell and cross-sell to existing customers

Obtaining referrals from the current clientele to widen the sales pipeline

Overseeing pre- to post-sales support activities for the designated goods and regions while guaranteeing the greatest level of client satisfaction.

Stay up-to-date on market trends and developments to ensure the team is well-informed and equipped to provide expert advice.

The KYC (Know Your Customer) process for customers will be conducted with the assistance of the CST (Customer Service Team).

📌 Relationship Manager Wealth Management Chennai (India)
🏢 Jobs Territory
📍 India