Relationship Manager

Year Vashi, Navi Mumbai, Maharashtra, India

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Job Responsibilities

The Relationship Manager will be responsible for expanding distribution channel( sub broker, multilevel marketing firm, microfinance company etc.)
Maintaining client relationships and generating revenue (Mutual Funds, Equity, Life & General Insurance, PMS, Structured Products) from preferred partner channel’s

To research, investigate and update themselves on available investment opportunities/financial market trends to determine the best fit into clients portfolios.
To conduct and assist in organizing seminars, workshops and other business development activities.
Coordinating with customer care & operations team to resolve any issue pertaining to sub-brokers/distributors
Ensuring business targets from distributers/Sub-brokers are met
Educating and guiding distributors/ sub-brokers on day to day operations and technology

Requirements Experience:

Experience of 6 to 8 years out of which minimum 1–2 years of experience as a relationship manager in wealth management/ broking firms.
Experience of expanding/hiring new distributors/ sub-brokers with speed and scale
Candidates having good vintage in their present as well as previous companies
(At least minimum tenure of 5 years of stability)

Qualification:

Skills:

CTC:

As Per Experience & Industry Standards

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