Client Relationship Manager
Delhi/Pune – 12/03/2024
Job Title
Client Relationship Manager
Job Location – Delhi/Pune
Job Profile:
- Contacting clients and setting up new and review meetings
- Conduct regular review meeting with the clients
- Collection of all relevant data and documents from new clients for preparation of investment plans and executions of investments and insurances.
- Understanding customer requirement and creation of a comprehensive Financial and investment plan for the customer by following our in-house tool, templates and software’s
- Making the complete comprehensive financial and investment plan independently
- Initiating Investment plan and documentation of all new clients as per onboarding procedures
- Doing the Risk Profiling, matching risk appetite of all new clients
- Presenting the financial plan to the customer and helping him understand his financial goals. Create a roadmap for the customer to achieve his financial goals.
- Giving the financial plan for implementation and assisting in the same
- Attend all client calls, handle all queries and complete any issues or discrepancies in financial and investment plan and implementation procedures.
- Doing all research, selecting the right investments products like mutual funds (D) and insurance-related products
- Monitor, Review and track the Investment plan of all the allocated clients and Analyse the customer’s current portfolio and advise clients to switch the nonperforming investment option to the performing
- Record and Send Minutes of the Meeting Report to all the Clients after each Meeting
- Up selling & cross selling of the investment and insurance products as per clients needs and requirements
- Collect references after the review meetings through our comments and testimonials form
- Should Create New Strategies for Business Development
- Should be able to manage Team and Lead from the Front
- Should be able to assign responsibility and also be able to monitor same
- Has to keep close contact with A & B Category of Client
- Has to support RM’s for their business development
- Has to Guide and monitor back office and operation team and has to lead them for smooth and efficient functioning of the work.
Preferred Qualifications: Graduate – B Com, BFM, BBM, BFA, BFI, CFP, CWM, MBA, PG
Required Knowledge:
➢ Computer Knowledge – Word, Excel, Power Point,
➢ Financial Markets Knowledge and
➢ Insurance and investment Products Knowledge
➢ Tax Knowledge etc.
➢ Basics of Economics’ Knowledge
Required Skills:
➢Fluency in English& Hindi Speaking, Reading and Writing
➢ Persuasion skills
➢ Rapport building skills
➢ Telephone etiquette
➢ Selling skills
➢ Negotiation skills
➢ Listening skills
➢ Questioning skills
➢ Social Media Marketing Skills
➢ Emailing Skills
Special Traits, Qualities and Motives:
➢ Self – Confident
➢ Go-getter
➢ Positive Attitude
➢ Self-Motivated & Self Driven
➢ High Energy
➢ Persistent
➢ Willingness to learn
➢ Honest
➢ Hungry for personal growth
➢ Win-Win Attitude
➢ Helping Attitude / Empathy
AGE Limitations: between 23 to 28 Years
Responsibility Deliverables:
1.Lead Generation
2.Sales Meeting
3.Sales Presentation
4.Sales Conversion
5.Client Management
6.Tracking of Clients Portfolio and Goals
7.Team Management
Generating Leads:
- Generating Leads Through Referral Marketing, Education Marketing and Digital Marketing.
- Maintaining the database on the internal templates of the organization
Sales Meetings & Conversions:
- Preparing for meetings via structured research about target client
- Having effective sales meeting in order to Understand the requirement of the client.
- Position our firms as the best choice and one shop for all their financial needs and requirements
- Generate Explicit and implicit needs requirements.
Sales Proposal
¨ Create presentations and Investment Plans based on the data
¨ Co-ordinate with the operations team to generate Quotations of Investment and Insurance Plans
Sales Conversion
¨ Negotiate win- win Way
¨ Increase the Ticket Size of the Business
¨ Write emails professionally to record all discussions with the client
¨ Be the interface between the clients and the Company
¨ Send Minute of the Meeting and Immediate Action Plans to Client and Operation Team
CTC – 2,50,000LPA to 4,80,000LPA