Relationship Manager – Customer Service

Mumbai – 30/05/2024

Job Title

Relationship Manager – Customer Service

Job Location – Mumbai


Position Title: Relationship Manager
Designation: Sr. Executive/ Assistant Manager
Function/Department: Customer Service

Reporting To: Deputy Manager/ Manager
Corporate/Territory: Corporate

Base Location (City): Mumbai

Country: INDIA


Position Objective:

Focused approach and understanding of the clients’ needs in accordance to the business objectives. A single point of contact for handling client related interactions/queries and providing relevant solutions within the targeted timelines.

DO — Key Responsibilities
1 To ensure active management of clients & achieve the target investment.
2 To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
3 To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio.
4 To achieve healthy revenues without compromising on client’s profitability.
5 To have clear focus on client servicing.
6 To conduct regular client meetings & update the same in the meeting tracker.
7 To attain maximum reach of investment ideas/stock calls initiated/ webinars and seminars.
8 To assist new client acquisition, building new relationships and increasing depth in existing relationships.
9 Keep abreast of the market news, financial trends and current affairs.
10 To attend post result concalls, analyst meets for improved client servicing.

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