Elite Client Services - Relationship Manager - West

<ol start="1" type="1" style="color:rgb(19,19,19);"><li class="MsoNormal" style="color:rgb(0,0,0);"><span lang="en-us" xml:lang="en-us" style="font-family:Roboto;font-size:10.5pt;">Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients</span></li><li class="MsoNormal" style="color:rgb(0,0,0);"><span lang="en-us" xml:lang="en-us" style="font-family:Roboto;font-size:10.5pt;">Will be responsible for primarily selling Equity based investment products.</span></li><li class="MsoNormal" style="color:rgb(0,0,0);"><span lang="en-us" xml:lang="en-us" style="font-family:Roboto;font-size:10.5pt;">Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.</span></li><li class="MsoNormal" style="color:rgb(0,0,0);"><span lang="en-us" xml:lang="en-us" style="font-family:Roboto;font-size:10.5pt;">Responsible for achieving targets as assigned by the organization on a monthly basis.</span></li><li class="MsoNormal" style="color:rgb(0,0,0);"><span lang="en-us" xml:lang="en-us" style="font-family:Roboto;font-size:10.5pt;">Provide regular updates to the immediate superior as andwhen required</span></li></ol>