
Relationship Manager
2 hours ago
Job description
The RM will be required to move into the market and promote services of the company, brief people about the utility of our services and handle operational and technical issues of our existing clientele.
Convincing Skills | Analytical Skills | Inter Personal Skills
Interest towards Sales & Field Activities
Self-Motivated | Extrovert| Confident
Inclination towards Finance
Manage Client Portfolios
Create Leads Pipeline
Arrange Participants for Events with the support of his Team
Acquire Clients from Leads provided by System
Stay Updated of Financial Market Events
Understand Financial Planning
Plan & Organize BTL Activities as and when required
Address:- CP- 61 Viraj Khand, Gomti Nagar, Lucknow (UP
Job Type – Full Time
Qualification – Graduate/MBA in Marketing / Finance
Experience:- Nil
Reporting – AVP – Retail Advisory
As the company works on advisory model, the Relationship Manager will be responsible for the promotion, development and handling of client relationships related to financial planning and wealth management.
The capacity utilization of an RM will be as follows:
Marketing activities including moving into the market – 60%
Handling of portfolio including doing technical analysis-30%
In house training for operational and technical issues –10%
Key Skills
B2B MarketingDirect Marketing Sales And Marketing Direct Sales
Field SalesSales Development
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