Relationship Manager(P2D/ Unlisted/Mutual Funds)-Rurash Financials Pvt. Ltd

Key Responsibilities:

• Develop and maintain strong, long-term relationships with clients.
• Understand clients financial needs and objectives, providing tailored solutions.
• Identify and pursue opportunities to grow the client base.
• Promote and cross-sell the company's financial products and services.
• Work towards achieving sales targets and business development goals.
• Provide clients with expert advice on financial strategies, investments, and risk management.
• Address and resolve client queries, issues, and complaints promptly.
• Oversee and manage clients investment portfolios and financial accounts.
• Ensure all financial transactions and advice comply with regulatory requirements and company policies.
• Maintain accurate records of client interactions, transactions, and financial advice given.

Skills and Qualifications:

Looking for person who are working as Equity Franchisee sales in companies like MOSL, Anand Rathi.MF AUM RMs(Basically to create channel partner Broker IFA/MFD/CA/Wealth Manager)