Relationship/Portfolio Manager

Designation: Relationship/Portfolio Manager

Looking for an individual contributor from Banking background with Wealth Management and HNI client handling.Plus, people with Cross-Selling experience will be ideal.

Job Purpose

To deliver exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all Faircent.com products & services.

To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management
Key Accountabilities

Accountable for achieving monthly & annual sales targets.

Ensure proper implementation & execution of relationship management & investment advisory strategies.

Aim to increase the penetration of existing customers along with increasing the wallet share.
Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers.

Ensure service levels are constantly improving and maintain customer stickiness. 
Job Duties & Responsibilities

Maximize revenue generation and lead closures by supporting marketing team for various digital Campaigns.

Offer customized portfolio solutions to clients based on their risk/ return and liquidity profile. 

Meeting HNI / Ultra HNI clients & giving investment solutions & designing portfolios for them. 

Transaction management and deal closure from sourcing to ROI generation.

Manage customers issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.
Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints.

Hands on knowledge on all product launches & upgrades.
Analyse& suggest innovations/ideas on product & service improvement in addition to service level improvements.
Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries.