Relationship Manager

Shashwath Solution; Pune District, Bengaluru; On-site; INR 400,000 - 700,000; Full time

Job summary

Shashwath Solution is seeking a dynamic professional in Pune to drive client acquisition and retention in trading and financial services. The role involves networking, market intelligence, and leveraging referrals to grow quality client base.

You will ensure strict KYC adherence, maintain lead records, induct new clients to trading tools, and assist with cross-selling financial products, while upholding regulatory and brand standards.

Qualifications

• Experience in acquiring and managing corporate clients.
• Ability to understand and implement KYC guidelines.
• Knowledge of trading products and financial services.

Responsibilities

• Acquire quality clients via networking, databases, market intel and referrals.
• Engage in activities for client acquisition and retention.
• Maintain records in the lead management system.
• Ensure KYC guidelines are understood and followed.
• Induct new clients to trading applications.
• Ensure compliance with regulators and company policies.
• Support brand image and cross-sell financial products.

Skills

KYC

Trading

Lead management

Client retention

Sales

Business development

Marketing

Sales management

Direct sales

Corporate sales

Client relationship management

Market intelligence

Job description

Acquire quality clients through networking, database, market intelligence and references from existing clients.
Conduct various activities for client acquisition and retention
Maintain 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.

Mandatory Key Skills

kyc,trading,lead management,retention,sales,business development,marketing,sales management,direct sales,corporate sales,client relationship management,market intelligence*,relationship management*,client acquisition*,financial products*,acquisition*