Client Relationship Manager

Roles and Responsibilities :

Responsible to map clients internally as per the assigned quality parameters.

• Responsible to analyze new Client Quality.
• Being a strong link between the Sales and the Dealing team to ensure client activation & mapping.
• Responsible to Track stop trades & formulate strategy for activation.
• Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization
• Conducting synergy meetings between internal teams with a objective to meet set targets
• Check gaps and conduct quality training for the sales teams for time to time and report to Management
• Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing.