Relationship Manager/Senior Relationship Manager - BFSI

To identify potential HNI clients through referral networks

To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly Calls. Daily tracking of & personal meeting with Clients

To ensure 100% client penetration for business sourced by building relationships & enabling increase in share of wallet & revenues

To undertake financial needs analysis, risk profiling & develop an investment portfolio for customers

To offer portfolio & investment solutions to clients

To periodically review the existing portfolios & market trends & advise new investment plans to de-risk against attrition & achieve stability of book

To achieve defined sales targets of assigned portfolios

To maintain projected fee income at budgeted numbers

To follow the ethical and fair practices code for selling products

To ensure regular availability of research material and inputs to the clients

To ensure that customer promises are kept and their grievances are adequately addressed or highlighted

To be aware of all critical policies & procedures & ensure compliance with them

To ensure adequate documentation of all transactions

To coordinate with market intermediaries like banks for smooth operations

To send detailed periodic activity & sales reports to the functional head

To ensure effective usage of WMS(warehouse management system)/ CTP (compulsory third party insurance) and other systems

To ensure ongoing self development - attend internal and external training programs, other relevant certifications that enhances the skills in the wealth management services

To help team members in understanding the products, processes & provide complete guidance to management trainees and colleagues