Relationship Manager

Anand Rathi

4 - 10 Years
4 Openings
3.0-12.0 Lac/Yr
Nehru Place Delhi
Face-to-Face interview

Key Skills

Stock Broking HNI Acquisition HNI RM Client Relationship Manager Cross Selling Relationship Manager

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Job Description

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 30—40 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

About Anand Rathi

Anand Rathi is an Indian financial services pioneer. With roots over 30 years deep, we have carved a niche in the financial services sector. The Anand Rathi Group offers a wide spectrum of services ranging from Investment services across Asset classes to Private Wealth, Institutional Equities, Investment Banking, Insurance Broking and NBFC. Powered by integrity and an entrepreneurial spirit, we have been able to provide a peerless experience to our clients. We believe every client needs a unique financial solution. A customer-first approach coupled with digital innovation is our answer, which helps us contribute to the clients financial wellbeing.