HR manager at Brilliant seeker services
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Relationship Manager - Bank (4-10 yrs)
We are looking out for a Relationship Manager role for Bank, Preference only from Banking, Broking and Securities Companies experience only, Looking for who is having an experience in Mutual Fund and Insurance, New clients Acquire, Revenue Generation
Role and Responsibilities :
- The Relationship Manager will be responsible for acquiring new clients (NTB).
- Maintaining client relationships and generate revenue.
- 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 Mutual Fund and Insurance Clients.
- Revenue generation through the new and existing client.
- Coordination with KYC team for documentation and compliance.
Qualification : MBA
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