Relationship Manager

Role & responsibilities

• Drive sales of Mutual Funds, Fixed Deposits, SIPs, and other investment products.
• Acquire new customers through direct sourcing, referrals, and branch leads.
• Manage and strengthen relationships with existing customers to drive repeat business.
• Conduct portfolio reviews and provide investment advisory services based on customer needs.
• Ensure smooth onboarding, documentation, and regulatory compliance for all transactions.
• Achieve assigned sales targets and contribute to business growth.
• Collaborate with branch teams to generate leads and enhance customer engagement.
• Track market trends and provide insights to improve customer acquisition and retention.