Relationship Manager - Sales - Investment/Trading Product (1-5 Yrs) Kolkata/Guwahati/Siliguri (BFSI Sales)

Key Job Responsibilities:- Acquire new clients and enhance engagement with existing ones by providing comprehensive financial planning solutions.- Conduct daily sales calls to identify and address client needs, offering tailored solutions and schemes.- Follow up regularly with leads, sharing broadcasts and new articles.- Expand the client database through new client meetings and referrals, building AUM and AUA for the branch.- Review and diversify client portfolios regularly, offering guidance to achieve financial goals across various product lines.- Cross-sell products to existing clients, keeping them informed about market trends.- Stay updated on all schemes, products, and solutions through regular training.- Communicate regularly with clients, sharing information, research, and materials.- Collaborate with regional marketing and product teams to showcase products and generate leads through marketing activities.Knowledge :Product Knowledge : In-depth understanding of Life Insurance, general insurance, fixed income, and mutual funds.Wealth/Portfolio Management : Assess client portfolios based on risk and reward preferences to help achieve financial goals.Financial Planning/Investment Advisory : Comprehensive knowledge of finance, sectors, and competitors to provide reliable client advice. (ref:updazz.com)

Payroll Type : Permanent