The Relationship Manager is the main point of contact for clients and represents the business. This role involves bringing in new clients, maintaining robust relationships, and ensuring they stay with the company by providing excellent service. The Relationship Manager helps clients plan their finances and gives them the right advice to achieve their goals.
Key Deliverables
- New Client Acquisition
- Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)
- Revenue generation revenue to be generated from the all the products from sourced accounts
- Client Meeting
- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships.