Relationship Manager
VA Financial Products Distribution LLP
Surat, Gujarat, India · Full Time
Be the first to apply
- Experience
- Any
- Salary
- INR 20,000 – INR 50,000 / month
- Openings
- 1
- Posted
- 6時間前
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
Job description
Client Acquisition and Relationship Building
Develop new client relationships by visiting potential clients in the field, leveraging referrals, and following up on leads. Sustain and strengthen existing client connections through consistent engagement and periodic portfolio reviews.
Financial Planning and Advisory
Assess clients' financial goals and risk tolerance levels to design personalized investment and insurance strategies. Provide clear guidance on suitable financial products focused on risk management, retirement planning, and tax-saving.
Sales Targets and Product Recommendations
Promote and sell financial offerings such as Mutual Funds, Systematic Investment Plans (SIPs), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), term and health insurance, personal accident, motor insurance, ULIP, and pension plans. Strive to achieve or surpass the company's sales objectives by employing solution-based selling approaches.
Knowledge Maintenance and Coordination
Keep abreast of current market dynamics, product updates, and regulatory changes in investment and insurance sectors. Participate in relevant training programs and maintain necessary professional certifications like CFP and NISM. Collaborate with sales, operations, and other internal teams while reporting regularly to immediate supervisors regarding performance metrics.