Relationship Manager

Relationship Manager - Develop and maintain strong relationships with clients to understand their needs and provide personalized financial advice and solutions. - Effective cold calling and relationship building can help a retail manager generate their own leads and build new connections. - Has to meet the client fixed by the voice caller and telecaller. - Ensure that a maximum number of appointments should be 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 opportunities 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). (ref:updazz.com)