Relationship Manager

Job Description

- Core work is to advising Clients in Mutual Fund, PMS, and AIF Investments - Deals with HNI (High Network Individual) clients ONLY. - Other Product offering to clients are; Stock Broking, Bonds, Property, Insurance where individual RM of those Dept. supports him/her. - Sharing Product info., Research Material, Analysis Report to clients on regular interval on Mail/Whats app and by other means of communication. - Sharing updates on Technology Platforms of Company, Its features so as to Push clients to use online platform. - Upgrading Product knowledge, Presentation Skill by attending seminars and presentations from Industry Veterans. - Organizing Client Group meets at regular interval on Product specific or Knowledge Series. - Adding New Client base from referrals of existing client base and by doing other activities of HNI Client Acquisition Regular follow up on all leads. - Regular meeting with clients for review of portfolio, New proposals and Broader Updates so as to maintaining personal touch with clients. - Coordinating with allotted Customer Relationship Officer for queries of clients. - Updating Top Management for any serious queries faced by clients and possible upgradation in present service standard of company. Desired Profile: - Must be AMFI certified. - Must be managing HNI Client s Mutual Fund Investments - Good Coordination Communication skills. - Ability to build good relationship with customers, Acquire new customers. - To create network exposure in local market by doing cold calling and visits to good corporate offices - Handling client queries on immediate basis. - High integrity. - Increase Productivity Analyze the failure