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Relationship Manager 3 views

RM-Role and Responsibilities

  • The Relationship Manager will be responsible for acquiring new clients
  • Maintaining client / Channel partner relationships and generate revenue from CP and clients.
  • Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • To coordinate with product and research team (Centralize Team) for taking investment decision for the clients.
  • Sourcing and servicing Demat A/C and for Equity Sales and resolving queries
  • Revenue generation through new and existing client
  • Coordination with KYC team for documentation and compliance

Preferred Skills

  • NISM Certified preferred
  • Excellent communication skills, Good convincing/presentation skills.
  • Go getter attitude with prior achievements appreciated.
  • Team player, should be able to work under pressure as & when required.
  • Knowledge of MS Excel, ppt & CRM know how is added advantage

Job Profile 

Industry :         Banking / Financial Services

Salary  :         Rs 2.0 – 4.5 Lakh/Yr

Experience  :         1to4Yrs

Email :

Mobile  No :          9717791906

Location  :          Gurugram

Key Skills :          sourcing,cp, ,servicing,nism, ,go,marketing, ,pressure


AK Global Managementhas been established since 2003 by highly experienced professionals who have worked with SEI CMM Level 5 company and have extensive experience in HR. The company is an executive recruitment firm specializing in middle and senior management levels.In a short span, it has established an excellent track record in IT, Manufacturing, Financial Services,Retail and Telecommunication verticals.
At SAR we sincerely believe in rising above through innovative hiring and engaging with the most powerful asset on earth PEOPLEOur Philosophy is To blend talent and passion for our clients successWe are an extension of our clients HR team and must perform as a responsible representative of their organization.
Telephone: 9717791906

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