Relationship Manager
5 days ago
Looking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products.Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context:
Key Responsibilities
1. Client Relationship Management:
- Build and maintain relationships with clients, understanding their financial needs.
- Act as the main point of contact for high-net-worth clients, providing financial advice and assistance.
2. DMAT (Dematerialized Accounts):
- Assist clients in opening, maintaining, and resolving issues related to their DMAT accounts.
- Guide clients on using DMAT accounts for stock market investments and securities management.
3. SIP (Systematic Investment Plan):
- Advise clients on mutual fund investments through SIPs.
- Help clients set up and monitor their SIPs for long-term wealth generation.
4. Insurance Advisory:
- Offer personalized insurance solutions, including life, health, and general insurance.
- Ensure clients are adequately covered based on their financial profile and risk appetite.
Key Skills:
• Strong knowledge of DMAT accounts, stock market investments, and mutual funds.
• Familiarity with SIPs and insurance products.
• Excellent communication and client-handling skills.
• Ability to offer personalized financial advice based on client needs.
• Good understanding of regulatory and compliance issues in the financial sector. Role & responsibilities
Preferred candidate profile
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