Relationship Manager_Mutual/Broking/Insurance_Shy

2 days ago

Kanpur, Uttar Pradesh, India IAssess Consultants LLP Full time

Relationship Manager- Broking
*Key Responsibilities:*

  • Build and maintain strong relationships with Authorized Partners (APs).
  • Drive business growth and enhance partner revenue.
  • Provide training, mentoring, and activation support for business partners.
  • Ensure compliance with regulatory and procedural standards.
  • Promote stock broking products such as Smallcase, Stock SIP, MTF, Investments & Trading.
  • Engage, motivate, and develop business partnerships.
  • Deliver service excellence and meet key business KPIs.

*Requirements:*

  • Minimum 1 year of experience in broking/financial markets.
  • Strong communication & relationship management skills.
  • Good knowledge of financial markets & trading.
  • Comfortable working in a target-driven environment.

Relationship Manager- Mutual Fund
*Key Responsibilities:*

  • Ability to create quality network & exposure in the local market.
  • Acquisition and managing of new as well as existing financial advisors / distributors from the market.
  • Should be AMFI Passed/or need to pass during 6 months after joining.
  • Ability to build good relationships with advisors.
  • Ability to lead the team of advisors
  • Ability to train and develop advisors for business.
  • Should have zeal to learn and then guide other advisors for different financial products.
  • Should be interested in seeing themselves as a team (Advisor) managing a profile from day 1.

*Skills:*

  • Minimum Graduation Required
  • Good Communication Skill
  • NISM Distributors Certification Examination passed /or need to pass during 6 months after joining

Relationship Manager- Insurance
*Key Responsibilities:*

  • Preferably experience of Life & Non-Life Insurance products from Insurance Broking Company/Banca Insurance/Insurance Company.
  • Candidates should have cleared Insurance Broking Exam (Optional), if not then after joining he/she will have to clear the exam on top most priority.
  • Sound knowledge of Life/Non-Life Insurance products (Health, Motor, PA).

Skills: mutual funds,relationship manager,broking,insurance

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