Relationship Manager_Mutual/Broking/Insurance_Shy

Relationship Manager- Broking

Key Responsibilities:

• Build and maintain strong relationships with Authorized Partners (APs).
• Drive business growth and enhance partner revenue.
• Provide training, mentoring, and activation support for business partners.
• Ensure compliance with regulatory and procedural standards.
• Promote stock broking products such as Smallcase, Stock SIP, MTF, Investments & Trading.
• Engage, motivate, and develop business partnerships.
• Deliver service excellence and meet key business KPIs.
  

Requirements:

• Minimum 1 year of experience in broking/financial markets.
• Strong communication & relationship management skills.
• Good knowledge of financial markets & trading.
• Comfortable working in a target-driven environment.
  

Relationship Manager- Mutual Fund

Key Responsibilities:

• Ability to create quality network & exposure in the local market.
• Acquisition and managing of new as well as existing financial advisors / distributors from the market.
• Should be AMFI Passed/or need to pass during 6 months after joining.
• Ability to build good relationships with advisors.
• Ability to lead the team of advisors
• Ability to train and develop advisors for business.
• Should have zeal to learn and then guide other advisors for different financial products.
• Should be interested in seeing themselves as a team (Advisor) managing a profile from day 1.
  

Skills:

• Minimum Graduation Required
• Good Communication Skill
• NISM Distributors Certification Examination passed /or need to pass during 6 months after joining
  

Relationship Manager- Insurance

Key Responsibilities:

• Preferably experience of Life & Non-Life Insurance products from Insurance Broking Company/Banca Insurance/Insurance Company.
• Candidates should have cleared Insurance Broking Exam (Optional), if not then after joining he/she will have to clear the exam on top most priority.
• Sound knowledge of Life/Non-Life Insurance products (Health, Motor, PA).