Relationship Manager - East

JobItUs; J K Township; On-site; INR 550,000 - 850,000; Full time

Job summary

Leading Broking in Pan India is seeking a Relationship Manager to acquire and manage clients by understanding their financial needs and offering suitable investment solutions. You will build long-term relationships while driving revenue growth across equities, mutual funds, insurance, and other financial products.

The role requires a graduate with at least 1 year of experience in broking or BFSI. You will engage clients through regular meetings, cross-sell products, and deliver high-quality

Qualifications

• Graduate in any discipline.
• Minimum 1 year of relevant experience in Broking, BFSI, NBFC or Financial Services.
• Strong product knowledge across Equity, Mutual Funds, Insurance & other investment products.
• Strong client acquisition & relationship management skills.
• Ability to cross-sell/upsell relevant investment and financial products.

Responsibilities

• New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships.
• Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPs, AIFs, Bonds, Unlisted Shares, IAP, and other financial services offered by Company.
• Revenue Generation: Drive revenue growth by effectively managing sourced accounts and maximizing income across all product categories.
• Client Engagement: Conduct regular client meetings to understand financial needs, provide suitable investment solutions, and ensure long-term relationship building.

Skills

Product knowledge

Client acquisition

Relationship management

Cross-selling

Education

Graduate in any discipline

Job description

Role: Relationship Manager

Company: Leading Broking | Location: Pan India | Job Type: Full Time

Job Purpose:

• To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and achieving revenue and asset growth targets while ensuring high-quality client experience.

Job Description:

• New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships.
• Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPs, AIFs, Bonds, Unlisted Shares, IAP, and other financial services offered by Company.
• Revenue Generation: Drive revenue growth by effectively managing sourced accounts and maximizing income across all product categories.
• Client Engagement: Conduct regular client meetings to understand financial needs, provide suitable investment solutions, and ensure long-term relationship building.

Role Requirements:

• Education: Graduate in any discipline.
• Experience: Minimum 1 year of relevant experience in the Broking, BFSI, NBFC, or Financial Services industry.
• Skills & Competencies:
  • Strong product knowledge across Equity, Mutual Funds, Insurance & other investment products
  • Strong Client Acquisition & Relationship Management Skills
  • Ability to identify client needs and effectively cross-sell/upsell relevant investment and financial products.

Why Join Us?

• Career Growth: Opportunity to build and grow your career in the dynamic financial services industry.
• Diverse Product Exposure: Work across a wide range of investment and financial products while serving diverse client needs.
• Performance & Rewards: Be part of a performance-driven environment that recognizes achievements and offers opportunities for professional growth.