Relationship Manager - WMS

"• Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc.
• Responsibility includes Advisory services to Promoter’s, Treasuries, HNI’s and NRI’s, Relationship management with Ultra HNI clients(Resident Indians, Corporate’s) in India ensuring annual revenue target achievement
• Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are in line with the client's expectations and risk profile
• Responsible for reporting to meet the targets along with Support team
• In depth understanding of Financial Market
• Responsible to understand clients investment needs, creating long term asset allocation plan and 360 degree financial planning
• Responsibility of selling Life insurance and Nonlife Insurance products as well as other Cross sell products.
• Improve business quality by ensuring ECS (Electronic clearing system) is mandatory for renewal premium collection. Persistency management for renewal premium collection.
• Details against all leads should be updated on the LMS( Learning Management System).
• Should work hard on getting clients and ensure 2 meetings daily"