Relationship Manager

Anand Rathi

Profile HNI-RM

Designation Deputy Manager & above

PRIMARY JOB RESPONSIBILITIES

1. It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data

base, and market intelligence. And he/she should have a maximum number of own clients relationships and he/she

should be aware of local market intelligence.

2. Promote Focus Product of the month

4. Maintain records of business on internal software CRM etc.

5. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products

6. Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients.

This position reports to AVP/VP

Academic requirements Graduate is preferred

Location Delhi

Experience 5-7 Years

Relevant experience 3-7 Years

Team handling experience NA

FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS

REQUIRED

Functional / Technical Skills

1. Good Knowledge of capital market

2. Portfolio Management

3. Financial Planning

Behavioral Skills

1. Lead from the front (playing captain approach)

2. Customer Satisfaction

3. Team management.

AGE GROUP PREFERRED 3040 Years

• Experience

  4 - 10 Years

• No. of Openings

  4

• Education

  B.A, B.B.A, B.Com, B.Sc

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office