Relationship Manager (Global South Asia)

Roles & Responsibilities

Overview

This position is responsible for advising and maintaining client relationships in the marketing function.

Main Duties

• Develops and maintains client relationships.
• Responsible for achieving annual revenue targets and objectives
• Trusted advisor who succeeds in maintaining a group of dedicated clients.
• Builds market share; able to enhance client asset size over time
• Competent in advising clients on investment products and services
• Actively involved in new business development; able to anticipate and capitalize on business opportunities.
• Keeps up to date with products and services; may give input for new product developmen
• Monitors tasks for quality assurance to meet client servicing needs.

Requirements

Reporting To

Tell employers what skills you have

Wealth Management

Regulatory Compliance

Quality Assurance

Wealth Management Services

Relationship Management

Advising Clients

New Business Development

Banking

Customer Satisfaction

Product Development