Handling a team of Relationship Managers/Senior Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, The Relationship Manager will be Responsible for Acquiring Preferred clients (HNI/Ultra HNI) (having AUM of Rs 1 CR’s & above -Individual client).
Maintaining client relationships and generate AUM from preferred clients.
Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process
Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.
To conduct and assist in organizing seminars, workshops and other business development activities.
Talent Corner is a Recruitment Company Head Quartered In Mumbai and having Branch Offices In India & UAE. Our Vision is to successfully complete 1,00,000 Recruitment Assignments by 2025. Through these Assignments, we aspire to educate 1000 school girls.
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases