Relationship Manager - B2C (SVP grade)

Aspire & Succeed HR; Chandigarh, Faridabad District, Delhi; On-site; INR 1,200,000 - 2,000,000; Full time

Benefits offered by this job

NISM Certification preferred

Job summary

Aspire & Succeed HR is seeking a Relationship Manager (VP/SVP) in India to drive sales by planning and executing strategies across Retail and HNI clients in BFSI sector. The role focuses on maximizing client relationships, cross-selling mutual fund products, and maintaining high service standards.

Candidate should have a strong track record in relationship management, with NISM certification preferred. This position emphasizes compliance, client profiling, and investment planning to meet targets.

Qualifications

• Graduate/Post Graduate/MBA with 10 years of BFSI experience.
• NISM certification preferred.

Responsibilities

• To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele
• Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls
• Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
• Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships
• Profiling customers and provide financial products to meet customer needs
• Ensuring the highest levels of service to the client /HNI customers
• Providing Investment planning and advice
• Achieving sales and revenue targets spread across product mix
• One point contact for the assigned customer

Skills

Relationship Management

Influencing Skills

Technical - Product Knowledge

Presentation skills

Interpersonal skills

Effective Communication

Compliance awareness

Education

Graduate/Post Graduate/MBA

10 years BFSI experience

Job description

Relationship Manager (VP/SVP)

Education Background

Graduate/Post Graduate/MBA with 10 years of experience from BFSI

Work Experience

Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

Critical Skills Required

• Relationship Management
• Influencing Skills
• Technical - Product Knowledge
• Presentation skills
• Interpersonal skills
• Effective Communication
• Result oriented with proper adherence to compliance

Role Purpose

Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets

Key Accountabilities

• To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele
• Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls
• Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
• Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships
• Profiling customers and provide financial products to meet customer needs
• Ensuring the highest levels of service to the client /HNI customers
• Providing Investment planning and advice
• Achieving sales and revenue targets spread across product mix
• One point contact for the assigned customer