Job Description of Relationship Manager
Responsibilities:
ï‚§ To promote all the product line of AMC
ï‚§ To up sell AMC products to Retail/HNI Clients
ï‚§ To generate fresh leads and acquire clients through reference to shore up the clientele
ï‚§ To achieve sales and revenue targets spread across product mix
ï‚§ To achieve the business targets assigned in terms of up selling AMC Products enhancing and upgrading the Client Net worth relationships
ï‚§ Profiling customers and provide Investment plan & financial advice to the client/HNI clients
ï‚§ Ensuring the highest levels of service to the client /HNI clients
ï‚§ One point of contact for the assigned client
ï‚§ To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls
Qualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI
Certification (Mandatory): Must be NISM Certified
Designation: Relationship Manager
Desired Skill:
ï‚§ Should posses effective communication and presentation skills
ï‚§ Ability to convince and negotiate with a confident and determined approach
ï‚§ Should be highly self motivated and ambitious in achieving goals
ï‚§ Should be capable of thriving in the competitive market
ï‚§ Should be able to work in team and also perform independently
Work Status: Full Time
Reporting to:Channel Manager
Experience
1 - 3 Years
No. of Openings
100
Education
Post Graduate (M.A, M.B.A/PGDM, M.Com, M.Sc)
Role
Relationship Manager
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office