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Relationship Management Advisory

Relationship Management Advisory

Topgear Consultants

3 - 8 years

8 - 13 Lacs

Mumbai, Mumbai Suburban, Goregaon

Posted:2 weeks ago| Platform:

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Skills Required

Wealth Management Sales Broking Client Acquisition Relationship Management Business Acquisition Bd New Client Acquisition Lead Generation Business Development Revenue Generation

Work Mode

Work from Office

Job Type

Full Time

Job Description

This opportunity is with Leading Financial Services and Broking Firm in Goregaon Roles & Responsibilities:- Lead as a Relationship Managers to achieve business targets and client acquisition goals. Oversee the management of client portfolios, providing guidance on financial planning, investment strategies, and market trends. Reactivate dormant client accounts and identify cross-selling opportunities to drive revenue growth. Execute high-value and complex transactions on the broking platform, ensuring accuracy and compliance. Develop and maintain strong relationships with key clients, ensuring high levels of client satisfaction and retention. Monitor market developments, provide regular updates and recommendations to the team and clients. Resolve escalated client queries and issues promptly and professionally. Collaborate with senior management to design and implement strategies for business expansion and client engagement. Interested candidates can share their updated CV at yogita@topgearconsultants.com

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Topgear Consultants

www.topgear-consultants.com

Consulting

Los Angeles

50-100 Employees

75 Jobs

Key People

Jane Doe

CEO
John Smith

CTO

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