Relationship Manager - Privilege

AnandRathi; Lucknow; On-site; INR 500,000 - 600,000; Full time

Benefits offered by this job

CTC range 5-6 Lac + Incentive

Job summary

AnandRathi in Lucknow invites an experienced Relationship Manager to drive client acquisition and cross-sell financial planning, while maintaining the brand image and regulatory compliance. You will coordinate with the Central Dealing Desk to ensure smooth interaction and services, induct new clients, and record business activity on internal software.

The role demands a graduate with 2–6 years in financial services and a proactive networking mindset.

Qualifications

• Graduate with 2–6 years of experience in financial services or broking.
• Experience in relationship management and client acquisition.
• Familiarity with internal software and regulatory guidelines.

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

Skills

Client acquisition

Cross-selling

Financial planning

Regulatory compliance

Networking

Education

Graduate

Job description

Designation: Relationship Manager

Role: Privilege

Industry: Financial Services / Broking

Academic background: Qualification: Graduate.

Reporting to: Manager/RM:

Team Management NA

Work experience Min 2 - 6 years experience

Key Responsibilities

Key Job Responsibilities -

1. Acquire quality clients through networking, database, market intelligence, and references from existing clients.


2. Generate Cross Sell revenue through Financial Planning.


3. Promote Focus Product of the month


4. Maintain records of business on internal software.


5. Induct new clients to the Central Dealing Desk for smooth interaction and services.


6. Liaison with Central Dealing Desk for revenue generation and query resolution.


7. Conduct activities for Client Acquisition and Financial Planning.


8. Ensure compliance as per various regulator and organization guidelines.


9. Maintain the brand image of the organization.

Other Job Responsibilities -

1. Market Intelligence - Identify potential threats and opportunities.


2. Maintain a congenial work environment.


3. Maintain the brand image of the organization.

Additional Desirable Skills

• CTC Range : 5-6 Lac + Incentive