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Relationship Manager-Wealth @ Muthoot FinCorp (MFL)

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 Relationship Manager-Wealth

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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Muthoot FinCorp (MFL)

Muthoot Fincorp ONE, is a fintech startup and SBU of Muthoot FinCorp Ltd., building a financial ecosystem where customers can access relevant and reliable digital services across an expansive range of digital financial products in segments like Lending, Saving & Investment, Protection, and ...