We are seeking a highly motivated and dynamic Relationship Manager to join our team. The ideal candidate will be responsible for managing relationships with key clients, ensuring high levels of customer satisfaction, and driving revenue growth through tailored financial solutions. This role requires a strong understanding of financial products and services, excellent communication skills, and a customer-centric mindset.

Responsibilities:

Client Relationship Management:

Build and maintain strong relationships with high-net-worth individuals, businesses, and corporate clients. Understand their financial goals and needs.

Financial Advisory:

Provide personalized financial advice and solutions, including investment options, insurance products, and banking services, to help clients achieve their financial objectives.

Portfolio Management:

Manage and grow a portfolio of clients, ensuring they receive a wide range of banking services, including loan, deposits, and wealth management products.

Cross-selling:

Identify opportunities to cross-sell various banking products and services, such as savings accounts, credit cards, mutual funds, and insurance, to meet clients’ financial needs.

Compliance and Documentation:

Ensure that all client accounts and transactions comply with regulatory requirements and internal policies. Maintain accurate client records and documentation.

Business Development:

Actively seek new clients through referrals, networking, and marketing initiatives to expand the customer base and achieve business targets.

Performance Monitoring:

Monitor the performance of clients’ investments and provide periodic updates and reviews. Adjust strategies as necessary to meet client goals.

Customer Service:

Provide excellent customer service by promptly addressing client queries, resolving issues, and ensuring a seamless banking experience.

We are a boutique mutual fund distribution firm offering integrated financial services. Started is 2007, After an acquiring rich experience by working with Franklin Templeton Mutual fund, we have over 60 man years of experience in the field of Investments & Real Estate.
Our endeavour will always be an in-depth understanding of client’s requirements, be it in Investments or Real estate. We insist for one to one meeting and then try and offer suitable services to our clients. Following are the products we offer...Investments - Mutual Funds, PMS Distribution, Structured Products, NCD, Real estate Funds, Thematic Funds