Talent Acquisition at Auraa Solution
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Relationship Manager - Sales - BFS (1-2 yrs)
- Please find below Job description for the Relationship Manager Dealing role
JD - RM Dealer :
- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio.
Revenue generation :
- Responsible to generate brokerage primarily through advising clients on their portfolio.
- Responsible to acquire new Clients from the Market.
- Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc.
Client network development :
- Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base.
- Focus on generating new business and build client network.
Compliance :
- Maintain high level of compliance as per company norms.
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