Relationship Manager

As a Relationship Manager, you will play a crucial role in managing and developing long-term relationships with our valued clients. Your focus will be on understanding their needs and expectations, ensuring that they receive exceptional service. You will also identify new business opportunities and contribute to the growth of our esteemed company.

Responsibilities:

1. Acquire new clients and devise effective strategies to expand our client base.

2. Engage with existing clients and maintain regular communication through client visits.

3. Prepare and execute comprehensive Financial Planning to meet clients' goals.

4. Conduct regular portfolio reviews for clients to optimize their investments.

5. Provide expert advisory services on various investment instruments, including General Insurance, Mutual Funds, FDs, PMS, Bonds, Equity, Gold(ETF), & FMP.

6. Recommend need-based products to clients through Financial Planning.

7. Assess portfolio risks and adapt strategies based on changing market situations.

8. Generate revenue primarily through core products.