Relationship Manager

Aspire & Succeed HR; Ahmedabad District, Rajkot, Vadodara; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Aspire & Succeed HR is seeking a Relationship Manager in India to drive sales and strengthen client relationships in the BFSI space. The role focuses on managing Retail and HNI clients, with emphasis on mutual funds, PMS, and other investment products.

The incumbent will plan and execute strategies to maximize targets, up-sell financial products, and provide tailored investment advice while ensuring compliance and high-quality service to clients.

Qualifications

• Graduate or MBA in BFSI with 3 years of experience.
• Preference for candidates with experience in managing Retail/HNI Clients.
• In-depth knowledge of Mutual Funds, PMS, and investment products.

Responsibilities

• Upsell MF, PMS and investment products to Retail/HNI Clients per assigned database.
• Acquire HNI clients and maintain regular contact with mapped clients via calls.
• Advise investors to analyze asset allocation and customize selling approach.
• Achieve sales targets across product mix.
• Profile clients and provide financial products to meet needs.
• Provide highest levels of service to client/HNI customers.
• Provide investment planning and advice.
• One point contact for the assigned customer.

Skills

Relationship Management

Influencing Skills

Technical - Product Knowledge

Presentation skills

Interpersonal skills

Effective Communication

Compliance adherence

Education

Graduate/Post Graduate/MBA in BFSI

Job description

Relationship Manager

Education Background

Graduate/Post Graduate/MBA with 3 years of experience from BFSI

Work Experience

Preference to candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds, PMS, investment products

Critical Skills Required

• Relationship Management
• Influencing Skills
• Technical - Product Knowledge
• Presentation skills
• Interpersonal skills
• Effective Communication
• Result oriented with proper adherence to compliance

C. Role Purpose

Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets

D. Key Accountabilities

To up sell MF. .PMS, investment products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele

Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls

Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling

Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships

Profiling customers and provide financial products to meet customer needs

Ensuring the highest levels of service to the client /HNI customers

Providing Investment planning and advice

Achieving sales and revenue targets spread across product mix

One point contact for the assigned customer