Relationship Manager

Purpose of the Job

Customer Relationship Management with complete ownership of Sales of subscription,

Operations and Financial Planning and Wealth Management for Clients.

This position holder will be responsible for managing key relationships and ensures

business development across all distribution segments and manage Corporate & SMEs at

all locations of the Cluster.

Will play a strategic role in the future growth and expansion of the organization

Key responsibilities

• Responsible for achieving Sales of subscription and provide right solution to

client through wealth products, acquiring HNI/UHNI.

Solutions: Mutual fund, Insurance, Legal, Tour Advisory, CMG Funding, PMS

and other Wealth management products along with Loan

• Acquisition of new HNI & UHNI Clients

• Ensure right- selling by all team members through regular training.

• Ensuring Compliance with regulations.

• Experience

  3 - 6 Years

• No. of Openings

  3

• Education

  Graduate (CA)

• 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