Relationship Manager Fresher Job

Key responsibilities:

1. Gather detailed client profiles as per the set format, ensure risk profiles are recorded, and offer a range of products that align with client needs, considering their changing personal financial situation.
2. Create suitable recommendations for existing and new clients.
3. Regularly track the markets, monitor risk/return metrics every month, and watch benchmarks and performances to make informed decisions to enable the best possible outcomes for the client.
4. Interact with the clients regularly to:
a. Conduct periodic reviews to ensure that risk tolerance, investments, asset allocations, and fund requirements align.
b. Gather information on new opportunities that will add value & stability to a client
portfolio.
c. Provide updates on the evolving & emerging financial products.
5. Analyse client audit reports, perform quality checks and complete audit recommendations through active coordination with clients and internal teams.
6. Adhere to process documentation standards & follow all Standard Operating Procedures.
7. Engage in cold calling, in-person and on the phone, to promote products and services across multiple financial asset classes.
8. Reach out to new prospects using a multimodal approach, including references, email campaigns, visiting offices, Investor Awareness Programs, social media, etc.

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