Relationship Manager

Proven track record in:

• Acquire new clients through referrals, networking and business development activities.
• Generate new traded accounts and build a strong acquisition pipeline.
• Identify opportunities to increase market penetration within the assigned territory.
• Drive client activation and business engagement.
• Develop and maintain long-term relationships with clients.
• Conduct regular meetings with prospective and existing clients.
• Understand client financial goals and provide suitable investment recommendations.
• Ensure superior client servicing and retention.
• Generate revenue through equity and wealth management products.
• Promote PMS, Insurance, Mutual Funds, MTF and other approved investment solutions.
• Identify opportunities for cross-selling and up-selling.
• Grow client assets and increase wallet share.

Notice period - max 2 months.