Relationship Manager

Job Title:

Location:

• Santhome, Chennai – 2 Positions
• Mumbai – 1 Position (Office to be finalized within a couple of months from the candidate’s joining; likely Andheri or BKC)

Role:

Acquiring customers for Mutual Funds, Equities, Life Insurance, Health Insurance, Corporate Deposits, Bonds, PMS/AIF, Estate Planning, etc., and managing their portfolios.

Key Responsibilities:

• Relationship management of mapped customers and handling their portfolios.
• Increasing wallet share of existing customers.
• Proactively generating references from existing customers and acquiring new ones.
• Regular interaction with prospects and customers for business penetration.
• Procuring business across multiple products and services and meeting revenue deliverables.
• Opportunity to generate additional business through appointing Business Associates.

Experience:

• Minimum 3 years of relevant experience.
• Experience in Mutual Funds is mandatory.
• For Mumbai, minimum 4 years of Mutual Fund Relationship Management experience with strong product knowledge.

Required Skills / Expectations:

• Should possess an existing client base.
• Proficient in English communication.

Qualification:

• Any degree.

Enablers from the Organisation:

• Expert team with rich industry experience to support sales conversions.
• Comprehensive mobile app/web portal for execution, portfolio monitoring, and report downloads.
• Strong focus on continuous knowledge enhancement and learning opportunities.

Growth Trajectory:

• Organisation with ambitious expansion plans offering early leadership opportunities for promising candidates.
• Potential consideration for ESOPs based on value addition.

Certification:

• NISM V-A (Optional for Chennai, Mandatory for Mumbai).