Relationship Manager

Role - Relationship Manager

Company - Anand Rathi Financial Services

Location - Coimbatore

Submit your resume to mathewhrin@gmail.com

Job Summary:

We are looking for an experienced and customer-focused Relationship Manager to join our BFSI team. The RM will be responsible for managing client relationships, understanding financial needs, offering tailored banking and investment solutions, and achieving business targets while ensuring customer satisfaction and compliance.

Key Responsibilities

1.Acquire quality clients through networking, database, market intelligence and references from existing clients.
2. Generate Cross Sell revenue through Financial Planning.3. Promote Focus Product of the month.4. Maintain records of business on internal software.5. Induct new clients to the Central Dealing Desk for smooth interaction and services.6. Liaison with Central Dealing Desk for revenue generation and query resolution.7. Conduct activities for Client Acquisition and Financial Planning.8. Ensure compliance as per various regulator and organization guidelines.9. Maintain the brand image of the organization.10. Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services.

Qualifications & Experience:

• Graduate/Postgraduate in Finance, Commerce, Business Administration, or related field.
• 1 – 3 years of experience as a Relationship Manager in BFSI (Banking/Insurance/Wealth/Investment).

Interested candidates please share your resume to mathewhrin@gmail.com

Job Types: Full-time, Permanent

Pay: ₹30,000.00 - ₹40,000.00 per month

Application Question(s):

• What is your notice period ?

Experience:

• Relationship Manager (BFSI): 1 year (Preferred)

Work Location: In person