Senior Relationship Manager key duty involves Stock Incharge , Shopping Manager , Import/ Export Work ,Sales Report Writing ,,Data Regarding Sales Purchase.
Responsibilities:
Providing customer service to clients by answering questions and offering guidance on financial matters
Coordinating meetings between clients and other members of the team such as advisors or financial planners
Conducting research in order to identify potential investment opportunities that meet their clients’ goals and risk tolerance levels
Reviewing clients’ existing portfolios and recommending changes where appropriate
Recommending appropriate investments or other financial products that meet clients’ needs
Helping clients prepare for major life events such as buying a home, getting married, or retiring
Meeting with clients in person or over the phone to discuss financial goals, needs, and concerns
Developing long-term relationships with clients and helping them achieve their financial goals
Communicating with clients regularly via email, phone, or in person to discuss their financial situation and progress toward goals