Senior Relationship Manager

Staffington Global; Chennai District; On-site; INR 300,000 - 600,000; Full time

Job summary

Staffington Global in Chennai seeks an experienced financial sales professional to acquire new customers, build strong client relationships, and drive investment advisory services. You will cross-sell banking products, manage portfolios, and provide research-based recommendations to meet revenue targets.

The role emphasizes client-centric advisory, proactive queries handling, and promoting digital wealth solutions to enhance the overall customer experience.

Responsibilities

• Acquire new customers and increase the book size.
• Build relationships with new and existing clients to generate new business and referrals.
• Cross-sell and upsell banking products, assets, and digital wealth services.
• Advise clients on investment needs with research-based recommendations.
• Handle client queries and understand their investment requirements.
• Manage client portfolios and offer investment solutions.
• Provide investment advisory to clients and help achieve revenue targets monthly.
• Promote high-quality sales, service processes and customer satisfaction.

Skills

Client acquisition

Relationship management

Cross-selling

Investment advisory

Financial product knowledge

Job description

• Acquisition of new Customers and Increase book size.
• Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals – Domestic and NR.
• Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc.
• Responsible for catering the investment needs of clients by providing them research based advises.
• Interfacing all queries of Clients and understanding their investment needs.
• Manage portfolios of clients and offer them investment solutions.
• Investment Advisory to new and existing Clients and achieve revenue targets monthly.
• Promote high quality sales, supply and customer service processes