Relationship Manager – Ring Road, Surat

Additional Details

Job Description

Must have experience in Financial service


 MIS Files weekly and quarterly.
 Manage investment Event.
 Calling for every investment related events.
 Solve Existing clients query.
 Managing MHH series and some HO series clients.
 GoSsip ( Intimation, Execution and Update Sheet)
 Risk Discloser form create, fill and filed.
 IA KYC form fills and filed.
 Execute Normal SIP and then update its sheet.
 Managing walking Clients at branch.
 Monthly Target of sales and event base target.
 Daily Meeting with Rakesh sir and his work.
 Follow up of clients through Pradip sir.
 Coordinate with Sub broker and Branches for any event related query.
 Intimation call before Buyback Processing date to HO clients and Sub-brokers and branches.
 Update quarterly GoSsip IA charges sheet.
 Courier (through Ganesh bhai) a client their statement every month.