Relationship Manager:Coverage_AFL

Responsibilities:

Client Relationship Management:

• Establish, develop, and maintain relationships with new and existing clients to expand business.
• Understand client needs and provide appropriate financial solutions while ensuring high customer satisfaction.
• Monitor and manage the risk profile of clients.
• Provide regular updates to clients on financial market changes and portfolio impact.
• Conduct regular reviews of client accounts and adjust solutions to meet evolving needs.

Sales & Performance:

• Meet and exceed set sales targets and performance metrics.
• Maintain knowledge of the latest trends and developments in the financial market.

Collaboration & Compliance:

• Work closely with internal teams to ensure timely and effective delivery of financial solutions.
• Adhere to all company policies, procedures, and business ethics codes.