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Latin Manharlal Group

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4.3

based on 14 Reviews

4 Latin Manharlal Group Jobs

Relationship Manager - Client Servicing

Latin Manharlal Securities Pvt Ltd

4.3

based on 14 Reviews

1-6 years

Mumbai

1 vacancy

Relationship Manager - Client Servicing

Latin Manharlal Group

posted 4mon ago

Job Role Insights

Fixed timing

Key skills for the job

Customer Service Investment Banking Mutual Funds Market Intelligence Sales Strategy Client Retention

+ 1 more

Job Description

UG: B.Tech/B.E. in Any Specialization, PG: MBA/PGDM in Any Specialization, M.Com in Any Specialization

Scope and Responsibilities :

1. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.

2. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances.

3. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts.

4. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.

5. Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.

Employment Type: Full Time, Permanent

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