Relationship Manager

1 week ago

Chennai, India ConsultBae India Private limited Full time
Role Cluster Head(Sales)

Experience48 Years

ModeWFO 5days

LocationChennaiResponsibilities:Keyrole is to build AUM for the firm. He is also responsible forcreating and monitoring a team/individual business plans definingsales goals and ensuring that procedures and policies are adheredto.The roleincludes:

To Build Assets UnderManagement (AUM) through various InvestmentproductsGenerate revenue for thefirm.Build a SIPbook.Customer Acquisition of a Minimum of 50Lakhs ticket size & above investablesurplusCash Flow analysis & andPortfolio ServicesExecution of transactionspost Cash Flow analysis on a periodicbasisManage Private Wealth PMS and AIFfundrelated queries.Ensure delivery of variousMIS reports as per requirementsTo developshortterm and longterm sales strategies for the Wealth business inline with the overall strategic goals of theorganizationEnsure discipline of assetallocationAchieve a balance of revenue streamsby selling MF PMS AIF MLD Unlisted Stocks and other Investmentavenues to build a steady annuity.To drivestrong client servicing and engagement parameters enhance marketcredibility and deliver a superior valueproposition.Continuous learning to be betterequipped than our competitors.To closelyobserve evaluate and monitor the client positions &portfolio allocations.To ensure adherence tointernal and external Financial advisory guidelines and RiskPolicies and ensure standards are in place to minimize misssellinginstances.To continuously scan thecompetition/market and report on emerging trends or any newdevelopment or business opportunities forWealth

Skills:

Strongunderstanding of investment and WealthproductsExcellent marketing and businessdevelopment skillsDetailed understanding ofthe financial needs of all types ofcustomersAbility to manage client expectationsand meet tight deadlines.Impeccablecommunication and interpersonal skills are required as is listeningand understanding a client srequirements.

AboutCompanyataCapital Limited is a financial and investment service provider inIndia. The company is based in Mumbai and has more than 100branches across the country. The firm offers consumer loanswealth management commercial finance andinfrastructure finance among others.TataCapital a subsidiary of Tata Sons Limited was establishedin the year 2007. It is the financial services arm of theUSD 108 billion Tata Group. It is a holding company ofTata Capital Financial Services Limited (TCFSL) Tata SecuritiesLimited and Tata Capital Housing FinanceLimited.The company is registered with theReserve Bank of India (RBI) as a Systematically ImportantDeposit Accepting NonBanking Financial Company. Tata Capital offersservices like commercial finance investment bankingconsumer loans private equity treasury advisory and creditcards. It serves corporate retail and institutional customersthrough its wholly owned subsidiaryTCFSL. financial analysis,wealth products,cashflow analysis,financial advisory guidelines,portfoliomanagement,risk policies adherence,investment,businessdevelopment,financial services knowledge,market credibility,marketresearch,wealth management,listening skills,market analysis,salesstrategies,mis reporting,customer acquisition,assetmanagement,financial needs understanding,interpersonalskills,business development skills,aif,privatewealth,communication,marketing skills,aif fund management,riskpolicies,wealth products understanding,risk management,clientmanagement,wealth,wealth management knowledge,financialadvisory,communication skills,investment products,revenuegeneration,pms,portfolio services,sip,market credibilityenhancement,asset allocation,private wealth management,companyknowledge,sip book,investment trends analysis,sales,mf,clientservicing

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