Relationship Manager-Wealth @ Muthoot FinCorp (MFL)

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Relationship Manager-Wealth

Muthoot FinCorp (MFL)
4 - 9 years
Madurai
9 months ago
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Job Description

Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets.
Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products.
Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at MFL.
Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance.
Collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation.
Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions.Role & responsibilities

Job Classification

Industry: NBFC
Functional Area / Department: Sales & Business Development
Role Category: Retail & B2C Sales
Role: Branch Sales Manager (B2C)
Employement Type: Full time

Contact Details:

Company: Muthoot FinCorp (MFL)
Location(s): Madurai

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Keyskills: Wealth Management Portfolio Management Cross Selling Business Management

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Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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Muthoot FinCorp (MFL)

\n\nMacquarie is a global financial services group operating in 32 markets in asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.

Relationship Manager-Wealth @ Muthoot FinCorp (MFL)

Home > Retail & B2C Sales