Relationship Manager Job – Piplod, Surat

Additional Details

Job Description

Develop new customer relationships adhering to set guidelines for Relationship Manager Business Development.
Direct strategically customer supporting campaign management and marketing operations.
Report existing and future brands leveraging centralized relationship database.
Interact with customer brand teams and respective agencies to create business objectives.
Study and learn marketing strategies and execute streamlined marketing operations solutions throughout agencies along with operational vendors.
Perform with technical Lead to convey customer needs, establish priorities and manage internal database performance of delivery resources.
Maintain and manage regular contact with customers to ensure Client Due Diligence (CDD) along with Investment Profile is in progress and show any changes in background accordingly.
Head responsibility to exceed business objectives, customer service satisfaction and account profitability.
Attain or exceed objectives for current account revenue and upsell more opportunities to be created from new services and products.
Good knowledge of wealth management products, both investment and insurance
Advanced understanding of branch operations
Customer oriented and able to capture customer financial needs
Holder of relevant insurance, investment and Mandatory Provident Fund licenses
Good command of Cantonese and English. Mandarin is advantageous
Conduct additional transactions in current and new client segments.