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:
Graduation/MBA/BBA with at least 65% marks
Skills:
Selling of products : Mutual Funds, PMS, Structured Products
Strong analytical skills and ability to work in teams.
Very strong ownership towards work and task assigned
Ability to create a large distribution network Pan India
Should have team hiring , handling, and coaching experience
CTC:
As Per Experience & Industry Standards
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