Area Relationship Manager

2 days ago


India Nexlance innovations Full time

AREA RELATIONSHIP MANAGER with Valuenable pvt LtdSalary - 7- 9 5 LPAexperience - 5 yearsLocation - Hyderbad Chennai KolkataKey Responsibilities Customer Acquisition Identify and target potential clients to expand the customer base focusing on high-net-worth individuals and institutional clients for mutual fund sales and wealth management services Mutual Fund Sales Promote and sell a range of mutual fund products providing clients with tailored investment solutions that align with their financial goals and risk appetite Loan Against Security Educate clients about loan against security options assisting them in understanding the benefits and processes involved while facilitating the application and approval process Performance Tracking Monitor and report on sales performance metrics client feedback and market developments to management ensuring alignment with company goals and strategies for continuous improvement Wealth Management Develop and implement personalized wealth management strategies for clients ensuring comprehensive financial planning that includes investment insurance and retirement solutions Relationship Management Build and maintain strong relationships with clients providing ongoing support and regular updates on their investment portfolios market trends and new product offerings Market Analysis Conduct thorough market research and analysis to identify trends opportunities and competitive positioning enabling informed recommendations to clients Performance Tracking Monitor and report on sales performance metrics client feedback and market developments to management ensuring alignment with company goals and strategies for continuous improvement ref updazz com


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