Relationship Manager (Wealth Management) -- Gurgaon Job brief We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. Well rely on you to find ways to out perform our competition and maintain our companys positive image by providing the best solution to the financial needs of the clients. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers. We also expect you to be a strategic thinker with an analytical mind and strong problem-solving skills. Requirements A Relationship Manager is required to interact with customers for most part of his/her day and so good communication and presentation skills are a prerequisite for the job. The job also requires thorough financial and Mutual funds sector knowledge in order to provide sound and reliable advice to clients. The major skills and competencies that employers look for are:
Excellent people management skills
Client driven with a strong focus on quality of service.
Strong interpersonal communication skills.
An Excellent understanding of financial planning, wealth
management, MF industry & understanding client needs.
Ability to analyze and research information
Ability to explain complex information clearly and simply
Acquire and build AUM
Maximize profit and achievement of the growth of premier clients
Build effective relationship with clients to retain and develop sustainable
Do regular reviews with clients to understand their current & long term
needs and advise them on the services that help them achieve their
Through disciplined portfolio management, develop strategies to
increase wallet share of existing clients & actively manage a prospect
Resolve customer complaints quickly and effectively
Aim to preserve customers and renew contracts
Approach potential customers to establish relationships
Gain solid knowledge of competitors
Experience : 7+ years CTC : 10-13 LPA Contact : Keerthana 9160712930 Desired Candidate Profile Please refer to the Job description above
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