Branch Relationships Executive Job Vacancies in Pune

Job Title: Branch Relationship Officer (BRO)Location: JSR Management GroupIndustry: NBFC (Non-Banking Financial Company)Reporting to: Branch ManagerEmployment: Full-Time, PermanentKey Responsibilities:Handle end-to-end business acquisition processes.Maintain and develop strong customer relationships.Engage in sales and business development activities.Have a deep understanding of the company's product offerings.Cross-sell various products and services.Conduct market research to identify potential opportunities.Consistently achieve assigned sales targets.Manage and analyze data to drive business decisions.Ensure full compliance with company policies and industry regulations.Qualifications:Undergraduate or Graduate degree in any field.For Freshers: Age limit of 28 years.For Experienced candidates: Age limit of 35 years, with relevant experience.Compensation:Freshers: CTC of 2 LPA.Experienced: CTC up to 3 LPA (including incentives).---This description draws from the original job description for Sarvagram Fincare and tailors it to fit the context of JSR Management Group. Let me know if you'd like any adjustments!

KEY RESPONSIBILITIESService through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted

Job description- Responsible for acquiring and developing preferred clients in HNI / Ultra HNI segment.- Identification of customer needs and provide them with right financial planning assistance, asset allocation and coordinate with product and research team for taking investment decision for the clients.(Products-Equity, Mutual funds, SIP, Bonds )- Maintaining strong client relationships and generate revenue from preferred clients.Build and deepen relationships with existing HNI/UHNI Customers to achieve an increase in the share of wallet.- Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.- Responsible for achieving targets based on acquisition and revenue generation majorly through Equity- Initiates periodic meetings with the Research team to enable them to give structural segment market fundamental report, which facilitates the HNI/UHNI clients to invest better.- Responsible for Cross-Selling of product like SIP, MF, FIP, PMS, Life Insurance, etc.- Acts as a critical link in enabling one to one discussions, presentations to select group of HNI/UHNI for their investment needs.- Adhere to all company processes and policies by fulfilling the compliance standards in Financial Planning, Asset Allocation and Product SalesQualifications and Years of Experience :- Any graduate/ MBA Finance- Years of Experience : 3 Years - 7 Years only from Equity IndustryPreferred Skills :- Excellent selling and relationship nurturing skills- Strong market connect to enable shifting of client-base to new set-up- Outstanding written and oral communication skills.- 6+ years of proven record of managing HNI/UNHI clientele in investment/financial services and nurturing relationship with the customers- Teamwork and Collaboration with research team- Strong Organizational