Senior Relationship Manager

Role: Relationship Manager

Company: Leading Broking | Location: Pune | Job Type: Full Time 

Job Purpose:

To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and achieving revenue and asset growth targets while ensuring high-quality client experience. 

Job Description:

• New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships.
• Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPs, AIFs, Bonds, Unlisted Shares, IAP, and other financial services offered by Company.
• Revenue Generation: Drive revenue growth by effectively managing sourced accounts and maximizing income across all product categories.
• Client Engagement: Conduct regular client meetings to understand financial needs, provide suitable investment solutions, and ensure long-term relationship building. 

Role Requirements:

• Education: Graduate in any discipline.
• Experience: Minimum 1 year of relevant experience in the Broking, BFSI, NBFC, or Financial Services industry.

Skills & Competencies:

• Strong product knowledge across Equity, Mutual Funds, Insurance & other investment products
• Strong Client Acquisition & Relationship Management Skills
• Ability to identify client needs and effectively cross-sell/upsell relevant investment and financial products. 

Why Join Us?

• Career Growth: Opportunity to build and grow your career in the dynamic financial services industry.
• Diverse Product Exposure: Work across a wide range of investment and financial products while serving diverse client needs.
• Performance & Rewards: Be part of a performance-driven environment that recognizes achievements and offers opportunities for professional growth.