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Relationship Manager

Relationship Manager

Anand Rathi Share and Stock Brokers LtdPune, Maharashtra, India
3 days ago
Job description

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.
  • Maintain the brand image of the organization.
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Relationship Manager • Pune, Maharashtra, India