Relationship Manager (RM) is the front face of the organization for individual/entity clients.
RM will be responsible for planning & execution of strategies to connect & acquire large clients for organization.
RM is expected to showcase best standard of services and equipped with latest development on products & economy. he is supposed to discuss & help clients (Individual/corporates) for end to end financial Planning.
Key Deliverables
Selling of SIP, MF, Equity & other investment products through market or references.
Acquisition of demat account of 1 Lac of Initial Margin.
The Relationship Manager will be responsible for bringing their existing clients and building a strong client AUM book
Role Requirements
Educational Qualifications: Bachelors or MBA or Equivalent.
Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO 2Yr+ in Broking/Distribution of financial products/Wealth Sales/PCG Sales/Corporate Sales
Employement Category:
Employement Type: Full timeIndustry: NBFC ( Non Banking Financial Services )Role Category: Sales / BDFunctional Area: Not SpecifiedRole/Responsibilies: Relationship Manager