Relationship Manager

Designation: Relationship Manager

Role: Privilege

Industry: Financial Services / Broking

Academic background

Qualification: Graduate.

Reporting to: Branch Manager

Work experience: Min 0 - 4 years experience

Key Responsibilities

Key Job Responsibilities -

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

Other Job Responsibilities -

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