Relationship Manager

DesignationSales ManagerRole PrivilegeIndustry Financial Services / Broking Academic backgroundQualification: Graduate.
Reporting toSenior Branch Manager or cluster headTeam Management NA lWork experience Min 2+ yearsKey Responsibilities
Key Job Responsibilities -

1. Acquire quality clients through networking, database, market intelligence, and references from existing clients.
2. Build your own team and guide and lead them and help to regenerate revenue
3. Generate Cross Sell revenue through Financial Planning.
4. Promote Focus Product of the month
5. Maintain records of business on internal software.
6. Induct new clients to the Central Dealing Desk for smooth interaction and services.
7. Liaison with Central Dealing Desk for revenue generation and query resolution.
8. Conduct activities for Client Acquisition and Financial Planning.
9. Ensure compliance as per various regulator and organization guidelines.
10. Maintain the brand image of the organization.

Other Job Responsibilities -

1. Market Intelligence - Identify potential threats and opportunities.
2. Maintain a congenial work environment.
3. Maintain the brand image of the organization.

Additional Desirable Skills