Relationship Manager

Anand Rathi Share and Stock Brokers Ltd; Nagpur District; On-site; INR 500,000 - 800,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd. in Nagpur is seeking an experienced professional to drive client acquisition and cross-selling initiatives within the financial services domain.

The role requires building networks, promoting products, and ensuring high standards of regulatory compliance and brand integrity. The ideal candidate has graduate qualifications and 2–10 years of hands-on experience in client acquisition, financial planning, and liaison with dealing desks to optimize revenue

Qualifications

• Graduate with 2–10 years of experience in financial services.
• Experience in client acquisition and cross-selling.
• Knowledge of compliance with regulators and industry guidelines.

Responsibilities

• Acquire quality clients through networking, database usage, 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.
• Liaise with Central Dealing Desk for revenue generation and query resolution.
• Conduct activities for client acquisition and financial planning.
• Ensure compliance as per regulators and organization guidelines.
• Maintain the brand image of the organization.
• Market intelligence to identify threats and opportunities.
• Maintain a congenial work environment.

Skills

Client acquisition

Networking

Financial planning

Regulatory compliance

Education

Graduate

Job description

Academic background Qualification: Graduate.

Reporting to : Branch Manager

Team Management: NA

Work experience: Min 2 - 10 years’ experience

Key Responsibilities

Key Job 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.

Other Job Responsibilities -

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