Relationship Manager

22 hours ago


Lucknow, India Anand Rathi Share and Stock Brokers Ltd Full time

Designation: Relationship Manager



Role: Privilege



Industry: Financial Services / Broking



Academic background: Qualification: Graduate.



Reporting to: Manager/RM



Team Management: NA



Work experience: Min 2 -6 years’ experience



Key Responsibilities



  • Acquire quality clients through networking, database, market intelligence, and references from existing clients.
  • Generate Cross Sell revenue through Financial Planning.
  • Promote Focus Product of the month
  • Maintain records of business on internal software.
  • Induct new clients to the Central Dealing Desk for smooth interaction and services.
  • Liaison with Central Dealing Desk for revenue generation and query resolution.
  • Conduct activities for Client Acquisition and Financial Planning.
  • Ensure compliance as per various regulator and organization guidelines.
  • Maintain the brand image of the organization.


Other Job Responsibilities



  • Market Intelligence - Identify potential threats and opportunities.
  • Maintain a congenial work environment.
  • Maintain the brand image of the organization.


Additional Desirable Skills



CTC Range: 3 to 6 LPA



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