Senior Relationship Manager

Roles and Responsibilities -Conduct daily sales calling with prospective new clients and identify their needs. -Provide and develop solutions and suggest schemes to clients basis their requirements and goal -Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles -Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch -Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. -Achieve financial goals of the clients through various product line -Update and cross sell products to existing clients and update them about the primary and secondary market trends -Update self-regarding all schemes, products and solutions by regularly attending trainings -Share regular communications with client regarding information, research and material of the organization -Conduct regular marketing activities with the regional marketing and produ...