Relationship Manager

Anand Rathi Share and Stock Brokers Ltd; Surat; On-site; INR 600,000 - 900,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd in Surat seeks a client relationship professional to understand client objectives, analyze data, and serve as the main contact for clients.

The role emphasizes client acquisition, cross-sell revenue through financial planning, and maintaining accurate records while ensuring compliance with regulators and company standards.

Qualifications

• 2-6 years of client relationship experience.
• Ability to manage multiple projects and clients.
• Strong communication and interpersonal skills.

Responsibilities

• 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.

Skills

Client relationship management

Strong communication

Interpersonal skills

Multi-project management

Job description

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.

Key Job 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.

Qualifications

• 2-6 years' of client relationship experience
• Ability to manage multiple projects and clients
• Strong communication and interpersonal skills