Relationship Manager - Sales - Financial Services (2-10 yrs)

- To Develop & Manage Client relationships in order to enhance and acquire more AUM.

- Align AUM as per the Client's Financial Strategy to reduce Risk, Cost, & Tax also to enhance. desired returns & Volatility of the portfolio.

- Review/Service portfolio to create a wow experience for clients.

- Onboard new relationships

- Client Acquisition.

- Conduct marketing activities to increase the number of clients managed.

- Learn new skills and knowledge to service clients better.

- To maintain full ethics in providing services and analysis.

- Work closely with the product teams to deliver specialized advice.