Looking for- Relationship Manager Sales

AnandRathi; Jaipur; On-site; INR 300,000 - 600,000; Full time

Benefits offered by this job

Best Incentive in Industry

Job summary

AnandRathi in Jaipur seeks a Relationship Manager Privilege to acquire quality clients, drive cross-sell revenue through financial planning, and promote the focus product of the month. You will maintain records, onboard clients to the Central Dealing Desk, and liaise for revenue generation and query resolution.

The role requires networking skills, familiarity with banking/insurance sectors, and adherence to regulator guidelines to uphold the company brand and client trust.

Qualifications

• Experience in broking, insurance or banking preferred.
• Ability to network and source quality clients.
• Familiarity with financial planning and cross-selling concepts.

Responsibilities

• Acquire quality clients through networking, data base, market intelligence and references from existing clients.
• Generate Cross Sell revenue through Financial Planning.
• Promote Focus Product of the month
• Maintain records of business on internal software.
• Induct new clients to the Central Dealing Desk for smooth interaction and services.
• Liaison with Central Dealing Desk for revenue generation and query resolution.
• Conduct activities for Client Acquisition and Financial Planning.
• Ensure compliance as per various regulator and organization guidelines.
• Maintain the brand image of the organization.

Skills

Networking

Client Acquisition

Financial Planning

Cross-Sell Revenue

Regulatory Compliance

Job description

Urgent Hiring-

Position: Relationship Manager Privilege:

Key Job Responsibilities -

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

Preferred candidate profile

Only from Broking , Insurance & banking

Perks and benefits

• Best Incentive in Industry