Client Acquisition & Relationship Management: Acquire recent clients through field visits, referrals, or leads. Maintain and grow relationships with existing clients. Conduct regular client portfolio reviews and follow-ups.

Investment

Planning & Recommendations: Evaluate the financial objectives and risk profiles of clients. Create and recommend need-based investment & insurance plans (Risk Management, Retirement, Tax-saving, etc.). Guide clients on financial products and strategies in a straightforward manner.

Targets Achievement with Concept Selling: Recommend and sell appropriate financial products (Mutual Funds, SIP, PMS/AIF, Term, Health, PA, Motor, ULIP Pension, etc.) Meet or exceed the organisation's sales targets.

Stay updated on Product Knowledge: Stay informed about market trends, investment & insurance products, and regulatory updates. Attend training sessions and maintain certifications/licenses (e.g., CFP, NISM) Coordinate with internal teams (sales, operations, and other departments) and provide regular performance reports to the Immediate Supervisor.

📌 Relationship Manager Bardoli (India)
🏢 Va Financial Products Distribution
📍 India