Relationship Manager

Anand Rathi Share and Stock Brokers Ltd; Lucknow; On-site; INR 350,000 - 550,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd in Lucknow is seeking a motivated professional to acquire quality clients via networking, databases, and referrals, and to promote Focus Product of the month. You will coordinate with the Central Dealing Desk for smooth interaction and services.

You will maintain records in internal software, drive cross-sell revenue through financial planning, and ensure regulatory compliance.

Responsibilities

• Acquire quality clients through networking, database, 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.
• Market Intelligence - Identify potential threats and opportunities.
• Maintain a congenial work environment.

Job description

• Acquire quality clients through networking, database, 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.

Other Job Responsibilities -

• Market Intelligence - Identify potential threats and opportunities.
• Maintain a congenial work environment.
• Maintain the brand image of the organization.