Recruiter at Mount Talent Consulting
Views:110 Applications:33 Rec. Actions:Recruiter Actions:0
Relationship Manager/Senior Relationship Manager - Dealing - BFSI (2-7 yrs)
Job Roles & Responsibilities :
As part of the dealing team you are responsible to:
- Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge.
- Develop new clients and retain client customer base.
- Key Performance Indicator
- Client Relationship Management
- Responsible to generate brokerage primarily through advising clients on their portfolio
- Develop and maintain a long-term relationship with customers to maintain a high level of retention of client base
- Drive focus on generating new business/client base
- Product Knowledge
- Keep abreast with the market knowledge and market intelligence.
- Responsible to ensure all activities are in adherence as per Compliance framework.
- Provide information and regular updates to immediate manager
- As part of this role you are responsible for acquiring customers, identifying customer needs, assessing their risk appetite and providing them investment solutions through financial planning.
- Proactive measures to be implemented for getting a larger share of the investment portfolio.
- Generate high revenues for the organization through various channels.
- As a part of Sales Manager role you are responsible for managing the team of Relationship Managers across the region.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
