Relationship Manager - BFSI

Role and Responsibilities

- The Relationship Manager will be responsible for acquiring new clients (NTB)

- Maintaining client relationships and generate revenue.

- 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 Mutual Fund and Insurance Clients

- Revenue generation through new and existing client

- Coordination with KYC team for documentation and compliance