Relationship Manager - Corporate Sales

Adroit india financial advisory
  • Kolkata
  • 10-15 lakh
  • 3-8 years
  • 23 Jun 2015

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Purpose of the Job:

- To fulfill the investment needs of corporate/ institutional/ banks/ trusts/ PSU clients

- To maintain and enhance relationship with the clients by offering MFs/ PMSs/ Structures etc

- To acquire new clients

- To liaison with CBG/ SME/ FIG/BBG etc to identify clients and make business spitch

- To execute investment transactions of the client like processing purchase

forms, redemption, account statements, portfolio updates, etc.

- Build AUM and attain market leadership in the segment

- Build a team of institutional advisors


- Should be more than 3 Years in Corporate Sales or Relationship Manager.

- Should be from Banking Industry only.

Qualification: Graduate (Regular)/MBA

Competencies/Skill sets for this job

Corporate Sales Clients Sales Investment Trusts Structures Liaison

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About Organisation

Adroit india financial advisory