Relationship Manager

Anand Rathi Share and Stock Brokers Ltd; Lucknow; On-site; INR 400,000 - 800,000; Part time

Job summary

Anand Rathi Share and Stock Brokers Ltd invites applications for a Relationship Manager role in Lucknow. The position targets client acquisition, cross-sell via financial planning, and promoting monthly focus products while maintaining rigorous compliance and brand standards.

The role emphasizes networking, market intelligence, and effective liaison with internal desks to ensure smooth service delivery and revenue growth. Strong communication and record-keeping are essential.

Qualifications

• Responsibilities for client acquisition and growth, including networking and referrals.
• Cross-sell revenue through financial planning.
• Promote focus product of the month.
• Maintain records on internal software.

Responsibilities

• Acquire quality clients through networking, database, market intelligence and referrals 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.
• Market Intelligence - Identify potential threats and opportunities.
• Maintain a congenial work environment.
• Maintain the brand image of the organization.

Job description

Profile:- Relationship Manager

Designation:- Assistant Manager & above

Key Job Responsibilities -

1. Acquire quality clients through networking, database, 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.

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.