Relationship Executive / Relationship Manager – CEC

Full Time
Posted 12 months ago

Out of box solution

Role Purpose:

Role is to increase client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets. Responsible for acquiring new customers from open market and activate inactive clients
Internal Focus – Branch Relationship Team
External Focus – Investors

Education Background:

Graduate/Post Graduate/MBA with 2 years of experience from BFSI.

Work Experience:

More than 2 Yrs of Sales experience, Preference to NISM Certified candidates with experience in new client acquisition.

Critical Skills Required:

  • Relationship Management
  • Influencing Skills
  • Technical – Product Knowledge
  • Presentation skills
  • Interpersonal skills
  • Effective Communication
  • Result oriented with proper adherence to compliance
  • Negotiation skills

Key Accountabilities:

  • To achieve monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls.
  • Generation of fresh leads through reference to shore up the clientele .
  • Responsible for advising Investors, to be able to analyse the asset allocation of Investors to customize the approach in accordance for focused selling .
  • Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth .
  • Profiling customers and provide financial products to meet customer needs.
  • Ensuring the highest levels of service to Corporate clients/HNI and Retail customers.
  • Providing Investment planning and advice.
  • Achieving sales and revenue targets spread across product mix.
  • One point contact for the assigned customer.
  • Acquisition & Servicing of Retail and HNI customers.

Job Features

Job CategoryFinance

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