Relationship Manager

AnandRathi; Ahmedabad District, Surat, Vadodara; Presencial; INR 250.000 - 500.000; Jornada completa

Descripción de la vacante

AnandRathi in Ahmedabad, Gujarat invites applications for a Client Acquisition and Financial Planning role. You will acquire quality clients through networking, database and references, promote focused products, and maintain records on internal software.

You will induct new clients to the Central Dealing Desk, liaise for revenue generation and query resolution, conduct activities for client acquisition and financial planning, and ensure compliance with regulator guidelines while upholding the

Responsabilidades

• 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.
• Market Intelligence - Identify potential threats and opportunities.
• Maintain a congenial work environment.
• Maintain the brand image of the organization.

Descripción del empleo

Role & responsibilities

1. Acquire quality clients through networking, database, market intelligence, and references from existing clients.
2. Generate Cross Sell revenue through Financial Planning.
3. Promote Focus Product of the month
4. Maintain records of business on internal software.
5. Induct new clients to the Central Dealing Desk for smooth interaction and services.
6. Liaison with Central Dealing Desk for revenue generation and query resolution.
7. Conduct activities for Client Acquisition and Financial Planning.
8. Ensure compliance as per various regulator and organization guidelines.

Maintain the brand image of the organization.

Other Responsibility:

1. Market Intelligence - Identify potential threats and opportunities.
2. Maintain a congenial work environment.
3. Maintain the brand image of the organization.