Business Development / Relationship Manager

Job highlights

• Graduation / MBA/BBA with at least 65% marks

• Maintaining client relationships and generate AUM (Mutual Funds,Equity,Life General Insurance,PMS,Structured Products) from preferred partners

• Relationship Managers with prior experience working in a Wealth Management/ broking firms

• Experience of expanding / hiring new distributors/ sub-brokers with speed and scale . .

• The Relationship Manager will be Responsible for expanding distribution channel( sub broker, multilevel marketing firm, microfinance company etc.)

• Maintaining client relationships and generate AUM (Mutual Funds, Equity, Life General Insurance, PMS, Structured Products) from preferred partners.

• To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they 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:

• Relationship Managers with prior experience working in a 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 5-8 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