Relationship Manager - Banking

Role and Responsibilities : 

- The Relationship Manager will be responsible for acquiring new clients

- Maintaining client / Channel partner relationships and generate revenue from CP and clients.

- Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- To coordinate with product and research team (Centralize Team) for taking investment decision for the clients.

- Sourcing and servicing Demat A/C and for Equity Sales and resolving queries

- Revenue generation through new and existing client

- Coordination with KYC team for documentation and compliance