Relationship Manager

First Call H Resource P. Ltd
  • Surat
  • 10-11 lakh
  • 3-8 years
  • Views
  • 27 Feb 2017

  • Finance & Admin

  • Banking - Retail
Job Description

Acquire quality clients through networking, data base, market intelligence and references from existing clients.
2. Generate Cross Sell revenue through Financial Planning.
3. Promote Focus Product of the month.
4. Maintain records of business on internal software.
5. Induct new clients to the Central Dealing Desk for smooth interaction and services.
6. Liaison with Central Dealing Desk for revenue generation and query resolution.
7. Conduct activities for Client Acquisition and Financial Planning.
8. Ensure compliance as per various regulator and organization guidelines.
9. Maintain the brand image of the organization.
10. Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD.

Competencies/Skill sets for this job

Liaison Client Acquisition Market Acquisition

Job Posted By

About Organisation

First Call H Resource P. Ltd