The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a solid relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.

Role: Relationship Manager – Privilege

Experience: 1 to 4 years

Qualification: Graduate

Reporting To: Manager / RM

Team Management: Not Applicable

? Key Responsibilities:

- Acquire quality clients through networking, database management, and client references.
- Generate cross-sell revenue through effective financial planning.
- Promote the Focus Product of the Month to drive business growth.
- Maintain accurate business records in internal systems.
- Onboard clients to the Central Dealing Desk for seamless interaction and service.
- Liaise with the Central Dealing Desk for revenue generation and query resolution.
- Conduct client acquisition and financial planning activities.
- Ensure compliance with regulatory and organizational guidelines.
- Uphold and enhance the brand image of the organization

📌 Relationship Manager (Maharashtra)
🏢 Anand Rathi Share and Stock Brokers
📍 Maharashtra