Relationship Manager

Position

• Relationship Manager

Location • Branch

Reporting to • Branch Head

Specific Responsibilities

- Responsible for New Client Acquisition

of trading accounts.

-Responsible for Meeting targets of

Broking and TPP revenues.

- Responsible for Margin collections for

trade both online and through

cheques/RTGS.

- Ensuring work on direct databases for

activation / reactivation / retention of

clients.

- Responsible for Cross sell LI/ GI/ HI/

Bonds/ NCD/MLD/Gold only direct

acquisitions (No distribution through

remissers)

- Managing relationship with Existing

clients & enhancing advisory

- To generate revenue from New

Acquisition and mapped existing

clients. .