Designation: Relationship Manager
Role : Privilege
Industry : Financial Services / Broking
Academic background Qualification: Graduate.
Reporting to : Branch Manager
Team Management: NA
Work experience: Min 2 - 10 years’ experience
Key Responsibilities
Key Job Responsibilities -
- Acquire quality clients through networking, database, market intelligence, and references from existing clients.
- Generate Cross Sell revenue through Financial Planning.
- Promote Focus Product of the month
- Maintain records of business on internal software.
- Induct new clients to the Central Dealing Desk for smooth interaction and services.
- Liaison with Central Dealing Desk for revenue generation and query resolution.
- Conduct activities for Client Acquisition and Financial Planning.
- Ensure compliance as per various regulator and organization guidelines.
- Maintain the brand image of the organization.

Other Job Responsibilities -
- Market Intelligence - Identify potential threats and opportunities.
- Maintain a congenial work setting.
- Maintain the brand image of the organization.

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