Relationship Manager - BFSI

- Acquire and manage new clients and meet the targets as defined by KRA

- Manage on-boarding process for all new clients: Handle documentation & related queries with the client

- Handle relationships with select clients

- Monitor and address clients Investment related requirements

- Build and maintain long term relationships, deepening relationship and growing revenues

- Ensure compliance with key regulatory requirements

- Follow-up with distributors and 3rd party marketers for initiating them to market our various products

- Track performance of all new products and new variations of existing products

- Maintain CRM to streamline marketing by inputting all meeting notes, updating follow-ups and generating various pipeline reports across all products

Relationship Manager Skills and Qualifications

- An outspoken and easy to mingle individual

- Good written and oral communication skills required

- Highly motivated Self-starter who works hard and multi-tasks effectively

- Experience working in team environment

- Minimum 1 year of Sales/Marketing or Relationship Management experience

- Prior work-experience in Wealth Management or Private Banking or Mutual Fund or Stock Broking industries