JOB DESCRIPTION - Relationship Manager - Broking
Position title
Relationship Manager (RM)
Department
Acquisition & Cross Selling
Reports to
Team Leader (TL)/Branch Head/Cluster Head
Purpose of the Job (Job Profile)
- Relationship Manager is responsible for driving sales performance across multiple mapped bank branches and ISL branches within an assigned region for the broking business.
- The role focuses on achieving business growth through client acquisition, cross-selling investment products, improving productivity, strengthening channel partnerships, and ensuring regulatory compliance.
- The incumbent will build strong relationships with the banks & ISL Client. The role also involves coaching and training both bank branch teams to enhance product knowledge, customer engagement, and overall business performance.
Key Responsibilities
- Business Development & Sales
- Cross Sales
- Relationship Management
- Compliance & Governance
- Market Intelligence
Experience
- 2 5 years of experience in Financial Services, Stock Broking, Wealth Management, or Capital Markets.
- Proven track record of achieving sales and revenue targets.
- Experience in managing bank channel partnership is preferred.
Educational Qualification
- Bachelors degree in business, Finance, and Commerce
- MBA (Marketing/Finance) preferred.
- NISM certifications as applicable