Relationship Manager- B2C (Wealth)

Relationship Manager

1.Acquire quality clients through networking, database, market intelligence and references from existing clients.

 2.⁠ ⁠Generate Cross Sell revenue through Financial Planning.

 3.⁠ ⁠Promote Focus Product of the month.

 4.⁠ ⁠Maintain records of business on internal software.

 5.⁠ ⁠Induct new clients to the Central Dealing Desk for smooth interaction and services.

 6.⁠ ⁠Liaison with Central Dealing Desk for revenue generation and query resolution.

 7.⁠ ⁠Conduct activities for Client Acquisition and Financial Planning.

 8.⁠ ⁠Ensure compliance as per various regulator and organization guidelines.

 9.⁠ ⁠Maintain the brand image of the organization.

10.⁠ ⁠Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services.

Job Type: Full-time

Pay: ₹200,000.00 - ₹500,000.00 per year

Benefits:

• Health insurance

Work Location: In person