Relationship Manager - B2C (SVP grade)

Aspire & Succeed HR; India; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Aspire & Succeed HR is seeking a Relationship Manager (VP/SVP) to drive sales by managing Retail and HNI client relationships, with a focus on mutual funds.

The role requires a BFSI background, MBA/PG, 10 years experience, and NISM certification preferred. You will upsell MF products, profile clients, and provide investment planning for optimal asset allocation.

Qualifications

• Graduate/Post Graduate/MBA in BFSI with 10 years of experience.
• Experience in managing Retail/HNI clients and knowledge of mutual funds.
• NISM certification is preferred.

Responsibilities

• Upsell MF products to Retail/HNI clients as per the assigned database.
• Acquire HNI clients and maintain regular contact with mapped clients.
• Advise investors and analyze asset allocation to customize selling approaches.
• Achieve sales targets through product mix and revenue growth.
• Profile customers and provide financial products to meet needs.
• Ensure high levels of service to HNI clients and investors.
• Provide investment planning and advice.
• Be the single point of contact for assigned customers.

Skills

Relationship Management

Influencing Skills

Technical - Product Knowledge

Presentation skills

Interpersonal skills

Effective Communication

Result oriented with proper adherence

Education

MBA / Postgraduate in BFSI

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