Relationship Manager, Onshore
Core
Acquiring new clients, developing business opportunities, and strengthening existing client relationships while delivering quality service and achieving agreed business targets.
Role type
Relationship Manager
Builds
Client relationships and business opportunities
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Client needs analysis, prospecting, networking, business plan development, after-sales support, regulatory compliance, financial product knowledge (treasury, equities, funds, insurance)
Preferred skills
RNF and CFMAS certifications, experience with high-net-worth individuals