Relationship Manager

Job highlights

• 2-5 years in Financial Services or Stock Broking with NISM certification and experience in bank channel partnerships
• Drive sales and business growth through client acquisition, cross-selling, relationship management, and compliance

Position title: Relationship Manager (RM)

Department: Acquisition & Cross Selling

Organizational relationships Reports to: Team Leader (TL)/Branch Head/Cluster Head

Purpose of the Job (Job Profile) :

Relationship Manager is responsible for driving sales performance across multiple mapped bank branches and ISL branches within an assigned region for the broking business. The role focuses on achieving business growth through client acquisition, cross-selling investment products, improving productivity, strengthening channel partnerships, and ensuring regulatory compliance.

The incumbent will build strong relationships with the banks & ISL Client. The role also involves coaching and training both bank branch teams to enhance product knowledge, customer engagement, and overall business performance.

Key responsibilities:

• Business Development & Sales
• Cross Sales • Relationship Management
• Compliance & Governance
• Market Intelligence

Experience:

• 2- 5 years of experience in Financial Services, Stock Broking, Wealth Management, or Capital Markets.
• Proven track record of achieving sales and revenue targets.
• Experience in managing bank channel partnerships is preferred.

Educational Qualification:

• Bachelors degree in business, Finance, and Commerce
• MBA (Marketing/Finance) preferred.
• NISM certifications as applicable