HR manager at Brilliant seeker services
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Relationship Manager - Sales - Bank (8-15 yrs)
We are looking out for a Relationship Manager role for Bank
Preference only for Banking, Securities Companies with the relationship Manager-Wealth experience only,
Looking for who is having an experience in Mutual Fund and Insurance,New clients Acquire, Revenue Generation
Point to remember:
People with Banking experience only Share
Duties and Responsibility
Role and Responsibilities :
1.The Relationship Manager will be responsible for acquiring new clients (NTB)
2. Maintaining client relationships and generate revenue.
3. Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
4. To coordinate with product and research team (Centralize Team) for taking investment decision for the clients.
5. Sourcing and servicing Mutual Fund and Insurance Clients
Must have skills: -Sales, mutual fund product knowledge, Relationship Manager, Mutual Funds
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