Relationship Manager

Shashwath Solution; Pune District, Bengaluru; On-site; INR 500,000 - 900,000; Full time

Job summary

Shashwath Solution in Pune seeks a business development professional to acquire quality clients through networking, market intelligence, and referrals. You will conduct client acquisition activities, manage relationships, and maintain records in the lead management system.

You will ensure KYC guidelines are understood and implemented, induct new clients to trading applications, ensure regulatory compliance, maintain the brand image, and cross-sell financial products to diverse client segments.

Qualifications

• Understanding and implementing KYC guidelines.
• Experience in client acquisition and retention activities.
• Maintain records on lead management system.
• Induct new clients to operate trading applications.
• Ensure compliance with regulator and organization guidelines.
• Maintain brand image of the organization.
• Cross-sell financial products offered by the company.

Responsibilities

• Acquire quality clients through networking and references.
• Conduct activities for client acquisition and retention.
• Maintain records in lead management system.
• Ensure KYC guidelines are understood and followed.
• Induct new clients to operate trading applications.
• Ensure compliance with regulator guidelines.
• Cross-sell financial products and maintain brand image.

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

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*