Sr. Relationship Manager
5 hours ago
Job Title: Relationship Manager
Location: Chennai
Company: Shree Consultants – Wealth Management & Investment Advisory
About the Company
Shree Consultants is a leading wealth management and financial product distribution firm in South India, established in 2004. We specialize in personalized financial planning, investment advisory, and digital-enabled client servicing.
About the Role
We are looking for a motivated Relationship Manager to drive client acquisition, build strong client relationships, and provide customized financial solutions. The role involves outbound calling, cold calling, lead generation, and client meetings.
Key Responsibilities
- Build and maintain strong client relationships; understand financial needs and offer tailored solutions.
- Make effective cold calls and fix appointments for meetings.
- Meet clients in person after scheduling appointments.
- Generate new leads and expand the client base.
- Manage a portfolio of clients and provide ongoing investment advice.
- Upsell, cross-sell, and obtain referrals to grow business.
- Monitor portfolio performance and update clients regularly.
- Stay updated on financial products, market trends, and regulatory requirements.
- Coordinate with CST for client KYC.
- Ensure high-quality client experience from pre-sales to post-sales.
Qualifications
- UG/PG in any discipline.
- Minimum 8 years of wealth management experience, including 5 years in leadership.
- Strong financial planning and investment knowledge.
- Proficiency in Excel and excellent communication skills.
- Proven track record in achieving sales targets.
- Experience in end-to-end sales preferred.
Job Types: Full-time, Permanent
Pay: ₹318, ₹1,078,399.09 per year
Benefits:
- Health insurance
Work Location: In person
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