Relationship Manager

Sbicap Securities; Ernakulam, Hyderabad, Bengaluru; Vor Ort; INR 600.000 - 900.000; Vollzeit

Zusammenfassung

Sbicap Securities in India is seeking a client relationship professional to manage HNI portfolios, expand client base, and provide tailored financial planning and investment advisory.

You will identify cross-sell opportunities across health, accidental, travel and other insurance products, and collaborate with internal teams to resolve client queries while aiming to meet revenue targets.

1-6 years in broking or wealth management is ideal; strong communication and independence are essential.

Qualifikationen

• 1-6 years of experience in broking, equity sales, financial services, wealth management or related fields.
• Strong understanding of insurance products including health, accidental, travel, home, marine, motor etc.
• Excellent communication skills with ability to build strong relationships with HNIs.
• Ability to work independently with minimal supervision while meeting targets.

Aufgaben

• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones.
• Provide financial planning, investment advisory, and portfolio management services to HNI clients.
• Identify cross-sell opportunities for insurance products such as health, accidental, travel, home, marine, motor, group etc.
• Develop strategies to increase revenue through upselling and retention of existing clients.
• Collaborate with internal teams to resolve client queries and issues.

Kenntnisse

Client relationship management

Communication skills

Upselling & cross-selling

Independent work with targets

Jobbeschreibung

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones.
• Provide financial planning, investment advisory, and portfolio management services to HNI clients.
• Identify cross-sell opportunities for insurance products such as health, accidental, travel, home, marine, motor, group etc.
• Develop strategies to increase revenue through upselling and retention of existing clients.
• Collaborate with internal teams to resolve client queries and issues.

Desired Candidate Profile

• 1-6 years of experience in broking, equity sales, financial services, wealth management or related fields.
• Strong understanding of insurance products including health, accidental, travel, home, marine, motor etc. .
• Excellent communication skills with ability to build strong relationships with HNIs.
• Ability to work independently with minimal supervision while meeting targets.