Relationship Manager

JOB RESPONSIBILITIES

PURPOSE OF JOB

• Mobilisation of Financial Products
• Effective communication/ follow up with prospective customers
• Marketing activities for assigned Area
• Accountable for meeting business targets month on month

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

• Acquisitions of new clients and re-activation of existing clients by selling wealth management products like debentures and Non-Convertible Debentures.
• Responsible for fulfilment of business targets.
• Have the direct to customer approach and build relationship with wide spread customers
• Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
• Conduct HNI meets, customer interaction programs within the location.
• Responsible for the timely reporting of Business MIS.
• Plan and achieve a minimum target per month.
• Conduct Marketing activities for assigned Area