Relationship Manager - Investments/Third Party Products - Banking

1) Acquire quality clients through networking, database, market intelligence and references from existing clients.

2) Sell third-party products like Mutual Funds, PMS, corporate FD, Insurance through Financial Planning.

3) Maintain records of business on internal software.

4) Induct new clients to the Central Dealing Desk for smooth interaction and services.

5) Ensure compliance as per various regulator and organization guidelines.

6) Promote Products : MF, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services.