Relationship Manager

Shashwath Solution; Dadri; On-site; INR 300,000 - 600,000; Full time

Job summary

Shashwath Solution in Dadri, Uttar Pradesh, India is seeking a client acquisition specialist to identify and engage quality clients through networking, databases, market intelligence and references from existing clients.

You will induct new clients to operate trading applications, ensure KYC compliance, maintain lead records, support cross-selling of financial products, and uphold the company brand image.

Responsibilities

• Acquire quality clients through networking, database, market intelligence and references from existing clients
• Conduct various activities for client acquisition and retentionMaintain records of business on lead management system
• To ensure that KYC (Know Your Customer) guidelines are properly understood and implemented
• Induct new clients to operate applications related to trading
• Ensure compliance as per various regulator and organization guidelines
• Maintain the brand image of the organization
• Cross sell other financial products offered by the company

Job description

• Acquire quality clients through networking, database, market intelligence and references from existing clients
• Conduct various activities for client acquisition and retentionMaintain records of business on lead management system
• To ensure that KYC (Know Your Customer) guidelines are properly understood and implemented
• Induct new clients to operate applications related to trading
• Ensure compliance as per various regulator and organization guidelines
• Maintain the brand image of the organization
• Cross sell other financial products offered by the company