Relationship Manager

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.

Role : Relationship Manager – Privilege

Experience : 1 to 4 years

Qualification : Graduate

Reporting To : Manager / RM

Team Management : Not Applicable

Key Responsibilities :

Acquire quality clients through networking, database management, and client references.

Generate cross-sell revenue through effective financial planning.

Promote the Focus Product of the Month to drive business growth.

Maintain accurate business records in internal systems.

Onboard clients to the Central Dealing Desk for seamless interaction and service.

Liaise with the Central Dealing Desk for revenue generation and query resolution.

Conduct client acquisition and financial planning activities.

Ensure compliance with regulatory and organizational guidelines.

Uphold and enhance the brand image of the organization