Jainam - Relationship Manager

4 hours ago

Vadodara, India Jainam Broking Limited Full time

Role Overview:As a Relationship Manager, you will be responsible for leading a team of Branch Relationship Managers (RMs), driving revenue targets, managing client portfolios, and ensuring superior service delivery across the branch. This role requires a mix of team management, client engagement, business development, and compliance adherence.Key Responsibilities:1. Team Management & Performance Monitoring- Guide, coach, and supervise Branch Relationship Managers (RMs) to ensure individual and collective sales targets are met.- Regularly track RM performance metrics (calls, meetings, conversions, AUM growth, etc.).- Conduct weekly reviews, one-on-one mentoring, and sales huddles to improve performance.- Motivate the team through effective communication, recognition, and performance incentives.2. Client Acquisition & Relationship Management- Conduct joint client meetings with RMs and high-value prospects to close deals.- Build and maintain long-term relationships with HNI and retail clients by offering tailored financial solutions.- Resolve client concerns or escalations with prompt and effective solutions.3. Business Development & Revenue Generation- Ensure consistent revenue generation across investment products:- Mutual Funds (Lumpsum/SIP),- Insurance (Life & General),- Fixed Income Instruments (Corporate Bonds, NCDs),- Unlisted Equity / Pre-IPO Shares.- Identify market trends and emerging opportunities to devise branch-specific growth strategies.- Assist in launching new products and promotional campaigns within the branch.4. Product & Market Knowledge- Keep abreast of industry developments, product innovations, and market trends.- Train RMs on product features, competitor analysis, and effective client pitching techniques.5. Compliance & Operational Excellence- Ensure team adherence to regulatory guidelines, internal policies, and ethical standards.- Verify KYC documentation and ensure compliance with SEBI, IRDA, and AMFI norms.- Ensure proper recording of client interactions and transactions in CRM and backend systems. (ref:iimjobs.com)

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