Relationship Manager

Designation: Relationship Manager, Sales Manager (Team Handling)

Role: Privilege

Industry: Financial Services / Broking

Academic background

Qualification: Graduate.

Reporting to: Manager/RM

Team Management : NA

Work experience: Min 1 -10 years experience

Key Job Responsibilities -

• Acquire quality clients through networking, database, market intelligence, and references from existing clients.
• Generate Cross Sell revenue through Financial Planning.
• Promote Focus Product of the month
• Maintain records of business on internal software.
• Induct new clients to the Central Dealing Desk for smooth interaction and services.
• Liaison with Central Dealing Desk for revenue generation and query resolution.
• Conduct activities for Client Acquisition and Financial Planning.
• Ensure compliance as per various regulator and organization guidelines.
• Maintain the brand image of the organization.

Other Job Responsibilities -

• Market Intelligence - Identify potential threats and opportunities.
• Maintain a congenial work environment.
• Maintain the brand image of the organization.