JOB descriptions for Relationship Managers in Investment Advisory Firm
A) Required Skills of Relationship Manager :-
1) Strong communication Skill both Verbal & Written
2) Hardworking & Loyal to the Organization
3) Strong Client Relationship Building Skills
4) Strong Knowledge of Services & Product of Financial Advisory Firm
5) Dedicated to work & assist clients as per there need
B) Roles of Relationship Manager :-
1) Cold-Calling to Prospective Potential Clients to inform them about firm “Product & Services” on offer
2) Risk-Profiling & Questionnaire of Clients
3) Sell Financial Services to Prospective Clients as per there requirements & eligibility
4) Complete the required SEBI formalities with the clients (Client Agreement/ KYC, etc)
5) Achieve there financial goals & targets
6) Regular Learning & updating onself about Firm Products & Services & Sharping skills & knowledge base
7) Disciplined & following Strict Compliance & Regulations of firm and authorities (Recording & Data Management)