Relationship Manager

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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 the 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 a financial solution to 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

Thanks & Regards
Email: rajani@zaviangroup.com
| Phone: 7995767019

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