Relationship Manager
14 hours ago
Key Responsibilities
- To ensure active management of clients & generate Investment.
- To Identify client needs, evaluate their risk appetite, and recommend suitable investment option.
- To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio.
- To achieve healthy revenues without compromising on clients profitability with clear focus on client servicing.
- To conduct regular Client Meetings & update the same in the meeting tracker.
- To assist clients with their query & concern related to trade, portfolio & their account.
- To assist new client acquisition, building new relationships and increasing depth in existing relationships.
- To stay updated on market news, financial trends, and current affairs to provide informed recommendations to clients.
- To Deliver desired number of calls & Maintain MIS report
Skills Required
- Basic understanding of financial markets and investment products.
- Ability to calculate and interpret XIRR for portfolio analysis.
- Strong knowledge and awareness of the BFSI sector.
- Demonstrates a positive attitude, high energy, and a proactive approach to work.
- Excellent communication skills, particularly in spoken English, with the ability to interact confidently with clients.
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