Relationship Manager

SkillLabs; Chennai District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A leading financial services firm in Chennai seeks a Mid-Senior level Relationship Manager. The role focuses on achieving revenue targets through acquiring new clients and managing existing portfolios. Candidates should possess strong knowledge of various financial products and demonstrate the ability to build deep relationships with high-net-worth clients. Active participation in team activities and client feedback sharing is crucial. This is a full-time position in Sales and Business Development.

Qualifications

• Strong knowledge of financial products, including IAP, mutual funds, PMS, AIF’s, and insurance.
• Ability to build deep client relationships and understand investment objectives.
• Experience in client acquisition and portfolio management.

Responsibilities

• Achieve revenue targets and acquire new accounts with a minimum margin.
• Engage in client acquisition efforts to grow the business.
• Perform regular portfolio reviews to meet client investment goals.
• Maintain product knowledge and stay informed of industry trends.
• Participate in team meetings and share client feedback.

Job description

Base pay range

Jod Description

Achieve revenue targets

• Acquire new accounts per annum with a minimum margin per account.
• Actively prospect and engage in client acquisition efforts to grow the business.
• Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs
• Perform regular portfolio reviews to ensure client investment objectives are met.
• Attend team meetings and contribute to the team's success by sharing experiences and client feedback.
• Maintain a high-level of product knowledge and stay informed with industry trends and changes.
• Sell and distribute products such as IAP, Mutual funds, Portfolio management services, Alternate investment fund, insurance, and mbonds.

Expectations

Prioritise building relationships and acquiring new HNI Clients. Conduct regular portfolio reviews to ensure client investment objectives are met. Sell a range of financial products, including IAP, mutual funds, PMS, AIF’s, insurance, and bonds. Possess strong knowledge of financial products and stay updated on market trends. Actively prospect and engage in client acquisition efforts, building deep relationships, and offering tailored solutions. Contribute to team success through active participation in meetings and sharing client feedback.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales and Business Development
• Education

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