Relationship Manager

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
  
• Develop new business opportunities through cross-selling and upselling of products such as Demat accounts, insurance broking, portfolio management services, revenue generation, sales planning, target achievement, open market trading, and new client acquisition.
  
• Identify potential customers' needs and preferences to develop effective sales strategies for growth.
  
• Collaborate with internal teams to resolve customer issues and improve overall service delivery.
  
• Maintain accurate records of client interactions using CRM software.