Relationship Manager

2 weeks ago


Chennai, Tamil Nadu, India Saaki Argus & Averil Consulting Full time

About our client:

Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management services.

Location : Chennai

Experience : 3+Years

Roles & Responsibilities:


• Achieve revenue targets


• Acquire new accounts per annum with a minimum margin per account.


• Actively prospect and engage in client acquisition efforts to grow the business.


• Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs.


• Perform regular portfolio reviews to ensure client investment objectives are met.


• Attend team meetings and contribute to the team's success by sharing experiences and client feedback.


• Maintain a high-level of product knowledge and stay informed with industry trends and changes.


• Sell and distribute products such as IAP, Mutual funds, Portfolio management services, Alternate investment fund, insurance, and mbonds.


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