
Relationship Manager
1 week ago
Role & responsibilities
To identify and acquire the customers
Maintaining the relationship with the customers.
To cross-sell the investment party products
Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company
Generate revenues and AUM for the company as per the expectation
Give high priority service to the customers as per the company processes
Preferred candidate profile
- Experience in client acquisition, retention & revenue growth
- Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives
- Proven AUM & target achievement record
- Excellent client servicing & advisory skills
- Strong communication & compliance focus
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