The Relationship Manager will be responsible for acquiring new clients
Maintaining client / Channel partner relationships and generate revenue from CP and clients.
Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
To coordinate with product and research team (Centralize Team) for taking investment decision for the clients.
Sourcing and servicing Demat A/C and for Equity Sales and resolving queries
Revenue generation through new and existing client
Coordination with KYC team for documentation and compliance