Team Lead - Relationship Manager || Field Sales || Mumbai

Primary Skills:

• To ensure active management of clients & achieve the target Investment.
• To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
• To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio.
• To achieve healthy revenues without compromising on clients profitability.
• To have clear focus on client servicing.
• To conduct regular Client Meetings & update the same in the meeting tracker.
• To attain maximum reach of investment ideas/stock calls initiated/ webinars and seminars.
• To assist new client acquisition, building new relationships and increasing depth in existing
  relationships.
• Keep abreast of the market news, financial trends and current affairs.
• To attend post result concalls, analyst meets for improved client servicing.
  

Secondary Skills:

Good Communication and Interpersonal Skill require