Senior Relationship Manager

3 weeks ago


Dehra Dūn, Uttarakhand, India iimjobs Full time

Job Tittle :
Senior Relationship Manager Wealth

Experience : 6-12 Years

Skills :
Relationship management, Business development

Location :
Dehradun

Job Responsibilities:

  • Thorough understanding of the capital markets, including regulations, NCFM certification.
  • Adequate knowledge of the equity market and the dynamics of the broking business.
  • Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.
  • Responsible for business development through acquisition of high networth clients
  • Responsible for identifying customer needs and assessing their risk appetite
  • Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.
  • Responsible for achieving targets based on acquisition and revenue generation through equity
  • Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships
  • Provide regular updates to the immediate superior as and when required
  • Crosssell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.
  • Analyze client portfolios and make necessary suggestions.
  • This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
  • Must ensure the growth of AUM and IR from existing customers mapped to them
CANDIDATES FROM BANKING, INSURANCE, BROKING, FINANCIAL INSTITUTES HAVING EXPERIENCE IN SALES ARE ELIGIBLE

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