Relationship Manager - Privilege

AnandRathi; Nagpur District, Raipur; On-site; INR 500,000 - 800,000; Full time

Job summary

AnandRathi in India seeks a Relationship Manager for its Privilege desk. You will acquire quality clients through networking, databases, market intelligence and client references, while promoting Focus Product of the month.

With 2–6 years of experience and a graduate qualification, you will maintain records on internal software, liaise with Central Dealing Desk for revenue and queries, ensure regulatory compliance, and help grow cross-sell revenue while upholding the brand image.

Qualifications

• Graduate required.
• 2–6 years of experience in related role.
• Acquire quality clients through networking, databases, and references.

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

Networking

Market Intelligence

Cross Selling

Financial Planning

Client Acquisition

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 : 5-8 Lac + Incentive