Relationship Manager
4 days ago
Role & responsibilities
To identify and acquire the customers
Maintaining the relationship with the customers.
Retention of customers
To cross-sell the investment party products
To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect.
Preferred candidate profile
- Experience in client acquisition, relationship management, and retention.
- Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives).
- Proven ability to meet revenue & AUM targets with cross-selling skills.
- Excellent communication and advisory skills; NISM/CFA/CFP preferred.
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