Client Relationship Manager

Sbicap Securities

Aurangabad

3-5 Years

This job is no longer accepting applications

Posted 2 months ago

Job Description

Responsible to map clients internally as per the assigned quality parameters.

Responsible to analyze new Client Quality.
Being a strong link between the Sales and the Dealing team to ensure client activation & mapping.
Responsible to Track stop trades & formulate strategy for activation.
Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization
Conducting synergy meetings between internal teams with a objective to meet set targets
Check gaps and conduct quality training for the sales teams for time to time and report to Management
Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing.

More Info

Job Type:

Permanent Job

Industry:

Financial Services, Banking

Role:

Relationship Manager

Function:

Banking

Employment Type:

Full time

Open to candidates from:

Indian

About Company

Sbicap Securities

As a proud extension of the esteemed SBI legacy, SBI Securities offers a comprehensive suite of investment products and services designed to meet diverse financial objectives. Our products span across a wide array of asset classes, including equity, derivatives, mutual funds, corporate fixed deposits, bonds, insurance, loans, and Non-Convertible Debentures (NCDs). Managing your investments is simpler than ever with our intuitive trading platform, giving you seamless control over your portfolio.

Job ID: 120573381

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