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AnandRathi
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Relationship Manager

Relationship Manager

AnandRathi

1 - 4 years

3 - 5 Lacs

Surat

Posted:17 hours ago| Platform:

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Skills Required

Client Acquisition Revenue Generation Financial Planning Query Resolution

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Work from Office

Job Type

Full Time

Job Description

Role & responsibilities : Acquire quality clients through networking, database, market intelligence, and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines Maintain the brand image of the organization

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AnandRathi

www.anandrathi.com

Financial Services

Mumbai

Around 1,000 Employees

93 Jobs

Key People

Anand Rathi

Chairman
Nitin Rathi

Managing Director

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