Address- Acquire and manage new clients and meet the targets as defined by KRA
- Manage on-boarding process for all new clients: Handle documentation & related queries with the client
- Handle relationships with select clients
- Monitor and address clients Investment related requirements
- Build and maintain long term relationships, deepening relationship and growing revenues
- Ensure compliance with key regulatory requirements
- Follow-up with distributors and 3rd party marketers for initiating them to market our various products
- Track performance of all new products and new variations of existing products
- Maintain CRM to streamline marketing by inputting all meeting notes, updating follow-ups and generating various pipeline reports across all products
Relationship Manager Skills and Qualifications
- An outspoken and easy to mingle individual
- Good written and oral communication skills required
- Highly motivated Self-starter who works hard and multi-tasks effectively
- Experience working in team environment
- Minimum 1 year of Sales/Marketing or Relationship Management experience
- Prior work-experience in Wealth Management or Private Banking or Mutual Fund or Stock Broking industries
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
