Relationship Manager
Solyda
Total years of experience :25 years, 6 Months
• Developing a complete financial plan for the customers based on informed impartial analysis of investment options & financial risk profile.
• Wealth & Investment Management for clients to ensure that their investments align with their financial objectives and suitability.
• Sales of Insurance, Investment & Savings products
of Union Insurance P.J.S.C.
• Present Investment Opportunities Concepts to
potential customers & investors.
• Analyze, Understand, Customers 360 degrees financial needs & fulfill with appropriate products,
which includes Assets, Liabilities, Structured Products, Bonds, Mutual Funds, Insurance.
• Arranged & Assisted customers in procuring financial assistance & facilities from Banks, Financial Institutions & Corporates.
• Responsible for the development and maintenance of investment portfolios of New & Existing customers..
• Liasing with various employees across segments & institutions through a revenue model with a view to acquire
new business across segments & products.
• Account management for clients to ensure that their investments align with their financial objectives and suitability
A complete sales & service profile to manage the wealth of retail & corporate clients of RM’s.
* Third party distribution of Mutual Funds, Structured Products, Investment Savings Plans &
Insurance
to HNIs and corporate clients.
* Responsible for managing diversified portfolios of High Net worth clients.
* Engaged & Involved in developing & structuring products for HNIs.
Key responsibility entails selling Life Insurance through distributor banks.
* Handling a team of Insurance Officer’s for Birla Sun Life Insurance.
* Develop & Maintain Channel Partner’s & Delivering on performance/business targets.
* Ensuring delivery standards to customers are maintained by the channel partners.
* Training & Managing sales trainess ( CSR ) of the company & supports training requirements of
sales agents managed by channel partners.
* Resolve day to day operational issues related to customers queries, product sales, claims support.
Financial Services ).
* Key responsibility entails Acquisition of new business & Relationship Management.
* Marketing of Liability Products, Investment Products, Transaction Accounts & other services of the
bank to HNI’s.
* Build, Deepen, Retained relationships with existing HNI customers & achieved increase share of
wallet with revenues.
STANDARD CHARTERED BANK - INDIA. April 1995 - August 2000.
Sales Manager ( Investment Services ).
• Handled a team comprising of Investment Counselors for M.G.Road Branch, Mumbai, India.
• Marketing of Mutual Funds - Debt & Equity, Bonds.
• Liasing with the branch manager & different fund houses for closer sales focus.
Business Manager ( Nominated Accounts ).
• Handled a team comprising of Account Manager’s, BDE’s & Out - Bound Telemarketing Team.
• Relationship Management of a portfolio of customers having INR 1 Mio & above relationship with the bank & sourcing New Relationships of similar profile.
Business Manager - ( Direct Sales ).
• Handled a team comprising of 40 executives & Out-bound telemarketing team.
• Marketing financial schemes of the bank, which include Liabilities, Assets & NRI products.
• Responsible for coaching, monitoring, counseling, motivating, new hire orientation, product training, maintaining &co-ordinating, with sales team & out-bound telemarketing unit.
ACHIEVEMENTS & AWARDS
Awards for 1998:
• Winner of “Grand Slam” contest in 1998.Highest Team achievement of 160% for which received a “Home Theatre System” and citation in appreciation.
• Best Team Manager for the months of January, February, March, May, August, October, Nov.1998.
Awards for 1997:
• Received Digital Diary for Quarterly achievement for Jan - Mar.
• “Creator for the Month” award for May & June.
• Received 5 grams of Gold as Quarterly award for the quarter April - June.
• Received award for being “Creator of the Month”, June ( Highest number of new relationships ).
• Sales Champion for September.
• Winner of Quarterly award “ Century Classic Contest” for the quarter Oct - Dec.
Awards for 1995:
• Received cash award for second highest number of relationships
( April - June, 150 new relationships ).
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