Pantomath Capital Advisors - Relationship Manager - Fund Manager LLP

Relationship Manager - Fund Manager LLP

- Sources new PMS customers through external individual efforts and acquisition channel.

- Sells existing PMS products to customers.

- Responsible for identifying, prioritizing & developing new businesses. Responsible for driving fresh customers, bringing good exposure for the company products.

- Participate in business development and client Relationships initiatives that are consistent with the company's overall strategy .

- Undertake development activities (meets, proposals, pitches) Network & build Relationships with key-people, decisions makers across brands and merchants to win new business .

- Experience in client acquisition, client Relationships development and management & manage Relationships -thereon with existing.

- Self Starter & has a innovative approach to business development

- Experience in client acquisition, client Relationships development and management & manage Relationships -thereon with existing customer.

- Aggressive & Passionate. Takes ownership of tasks and drives it to completion.

- To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.

- To prepare internal MIS reports in the specified formats and maintain lead & transaction data records

- Understand the financial need of customers, accordingly recommend suitable products from the list of financial products available PMS .

- Tracks customer complaints/queries and turnaround times to ensure high level of customer satisfaction and provide information for product and service enhancements

- Plans and conducts special sales initiatives and events for prospective and existing clients.

- Tracks customer complaints/queries and turnaround times to ensure high level of customer satisfaction and provide information for product and service enhancements

- Sells existing PMS products to customers.

- Relationship Management follows up with client through calling, written correspondence and field visits to provide information of the banks products and services and seek customer deposits.

- Originates/ develops new and expands existing High Net Worth Customer Relationships for liabilities, specifically and across the range of PANTOMATH product offering

- Willing to Travelling Extensive PAN India.

Joining: Immediate or 30 days Max