Relationship Manager
Core
Advising clients and maintaining client relationships within the marketing function to achieve revenue targets.
Role type
Relationship Manager
Builds
Client relationships and market share
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Revenue target achievement, Investment product advisory, New business development, Product knowledge, Quality assurance
Preferred skills
CACS Papers I and II, Strong business acumen, Entrepreneurial drive
Technologies
N/A
Responsibilities
Develops and maintains client relationships, Achieves annual revenue targets, Advises clients on investment products and services, Actively involved in new business development, Keeps up to date with products and services, Monitors tasks for quality assurance