Relationship Manager

Position

• Relationship Manager & Sr. Relationship Manager

Location

Delhi , Kanpur , Hisar , Chandigarh , Lucknow , Agra , Dehradun , Allahabad , Patiala , Jodhpur

Reporting to

• Branch Head

Experience

• 2 to 6 Years

Grade

• IL 5

Specific Responsibilities

• Responsible for achieving targets for broking and TPP revenue.
• Responsible for margin collections for trades both online and through various payment modes
• Responsible for working on the mapped client base to ensure activation, reactivation and retention of potential new clients.
• Responsible for cross-selling LI/GI/HI/bonds/MLD/NCD/Gold -only direct acquisition.
• Identity new business opportunity with existing clients including cross selling & upselling.
• Mapping relationship with existing clients & enhancing advisory services.
• Responsible for generating revenue from new acquisition and mapped existing clients.
• Responsible for acquiring new client for trading accounts.

Personal Attributes

• Minimum 2-6 years of experience in a relationship management role, preferably in the broking industry.
• Excellent analytical, communication, and problem-solving skills, with the ability to work under pressure and make quick decisions.

Qualifications

• Graduation from any stream.
• MBA/Post Graduate from marketing & finance, or a related field required