Asit C Mehta Investment Intermediates Ltd is a leading stockbroking and financial services firm committed to providing exceptional financial solutions to our clients. We are currently seeking a dedicated and dynamic individual for the role of Relationship Manager to join our team.

Key Responsibilities :

- Branch Visits : Engage in regular visits to bank branches to foster relationships and promote our financial products and services.

- Financial Advisory : Provide comprehensive financial advisory services to clients, offering tailored solutions based on their needs and goals, to present information & explain our products.

- Client On-boarding : Facilitate the onboarding process for new clients, ensuring a seamless and efficient experience.

- Training : Providing timely training to bank staff and key clients post onboarding.

- Business Generation : Actively pursue business opportunities among prospective clients associated with the designated branches, driving revenue growth.

- Product Presentation : Educate clients about our range of wealth products, presenting information in a clear and compelling manner.

- Regulatory Compliance : Ensure adherence to regulatory requirements, including KYC procedures and other compliance-related tasks.

- Account Opening : Assist clients in the account opening process, guiding them through our portal and services.

Qualifications and Skills :

- Open to candidates of all experience levels, including freshers, as comprehensive training will be provided.

- A strong interest in the financial services industry with an eagerness to learn and grow.

- Ability to foster and maintain client relationships.

- Demonstrated knowledge or willingness to learn about wealth products and financial markets.

- Dedication to understanding and implementing regulatory compliance requirements.

- Ability to work collaboratively within a team environment while also independently driving results.

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