Bonanza Portfolio - Relationship Manager (1-5 yrs)
Job Description: Relationship Manager
- Retails & HNI client acquisition & maintaining client relationship.
- Focus on business development across all products to sustain and achieve growth in relationship value, revenues & improved customer loyalty.
- Achievement of product-wise targets across all products.
- Formulate outbound and inbound sales plan to acquire new Retails & HNI customers for increasing customer base of the portfolio.
- Ensuring regular availability of Research material and inputs to the client .
- Conduct risk profiling of all mapped clients and provide financial solution on their investment needs.
- Follow sales process and input of daily activity in CRM systems.
- Regular contact with all mapped clients through weekly / monthly calls.
- Resolution of queries of all mapped clients within TAT specified.
- Ensure compliance through regular process checks and self-audit scores.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
