Relationship Manager

Anand Rathi Share and Stock Brokers Ltd; Mumbai; On-site; INR 450,000 - 650,000; Full time

Job summary

A leading financial services company in Mumbai is seeking a candidate for a direct sales profile. The role involves acquiring quality clients through networking and market intelligence, maintaining business records, and promoting specific financial products. Candidates with experience in banking and broking, and those who can manage Privilege Clients' bank AUM are encouraged to apply. This position promises a dynamic work environment with opportunities for growth.

Qualifications

• Experience in banking and broking industries.
• Ability to manage bank AUM of Privilege Clients.

Responsibilities

• Promote Focus Product of the month.
• Maintain records of business on internal software CRM.
• Acquire privilege clients and sell MF, Insurance, PMS, Structured Products.

Skills

Client acquisition

Networking

Market intelligence

Relationship management

Tools

CRM software

Job description

Overview

Direct sales profile; candidate should be able to acquire quality base clients through networking, data base and market intelligence. He/she should have maximum number of own clients relationship and be aware of local market intelligence.

Responsibilities

• Promote Focus Product of the month
• Maintain records of business on internal software CRM etc.
• Acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products

Qualifications

• Experience from banking and broking industries
• Managing bank AUM of Privilege Clients