Relationship Manager
14 hours ago
- Prime Responsibility Managing Branch as Profit Center by revenue generation across all Products & Service.
- Managing the team of relationship manager, dealers and ensure the issues of staff is resolved
- Achieving Monthly Targets & comparing it with benchmark across product line
- Attending daily morning conference call & discussing it with the colleagues
- Special thrust on acquiring HNI's & Corporate clients
- Meeting HNI clients to built the rapport
- Identifying the weak areas & providing solutions to those areas
- Daily Meeting with the colleagues on market outlook, sharing market information, ensuring active participation from all
- Analyzing & comparing the branch performance with other branches
- Motivating & guiding the branch colleagues
- Active interaction with clients to improve the business regularly
- Managing the client grievances
- Curbing Trade Errors & implementing proper risk management policy (Debits & Debit Collection)
- Keeping up with the regulatory & compliance issues from time to time
- Ensuring smooth & cost efficient operation in the branch (Pay-In, Pay-Out, reducing expenses, etc)
- Assessing performance of each employee as compared to Targets given on monthly basis
- Providing training & solving queries of colleagues
- Working in Team
- Reporting all the activities to the Regional Manager from time to time
- Organizing Investor meets/seminars in co-ordination RM, SH & HO
- Responsible for hygiene in the branch
- Ensuring safe & secure working environment for all employees especially women
- Ensuring that the employees are fully compliant with the Code of Conduct of the company, the regulator & the exchanges
- Ensuring safe use if computers & the other gadgets provided by the company
Certification Preferred: Graduate with NCFM Certification, NISM certificate, AMFI Mutual Fund Certification)
Experience: 3 years and above in broking field.
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