Profile:
- Relationship Manager Designation:
- Assistant Manager & above Key Job Responsibilities
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• 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
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• Market Intelligence
- Identify potential threats and opportunities.
• Maintain a congenial work workplace.
• Maintain the brand image of the organization.