▷ Apply in 3 Minutes Relationship Manager

4 weeks ago


Pune, India Anand Rathi Share and Stock Brokers Ltd Full time

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Role: Relationship Manager – Privilege Experience: 1 to 4 years Qualification: Graduate Reporting To: Manager / RM Team Management: Not Applicable 💼 Key Responsibilities: - Acquire quality clients through networking, database management, and client references. - Generate cross-sell revenue through effective financial planning. - Promote the Focus Product of the Month to drive business growth. - Maintain accurate business records in internal systems. - Onboard clients to the Central Dealing Desk for seamless interaction and service. - Liaise with the Central Dealing Desk for revenue generation and query resolution. - Conduct client acquisition and financial planning activities. - Ensure compliance with regulatory and organizational guidelines. - Uphold and enhance the brand image of the organization



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