Relationship Manager - Jaipur Location

If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!

The WH/TL is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.(S)he would be helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. (S)he would be a business manager as he would be responsible for P&L of his team.

 Wealth Management, Financial Services, Broking

 Responsible for development and management of respective zone teams, comprising Team Leaders, RMS

Responsibilities:

 Handling a team of Wealth Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high

 Maintaining profitability targets by ensuring good IRR and cross sell

 Identifying streams for revenue growth & developing business plans to build consumer preference

 Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues

 Monitoring client’s portfolio performance and rendering sustained advisory services for securing high ROI

 Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level

 Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process

 Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team

 To ensure achievement of acquisition ,activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers

 To ensure achievement of business and revenue targets attributed for the company.

 Conduct performance reviews for effective monitoring and measuring of results.

Qualifications: Graduate/ MBA/PGDM in Finance

About Company

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles & responsibilities

• Onboarding, Handling, and Managing HNI / Ultra HNI clients.

• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography. 

• Aiming for consistent growth of customer wallet share and book size.

• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.

• Constantly review client portfolios and give a bird’s eye view.

• Ability to work in partnership with Federal Bank and drive leads & AUM.

• Service existing clients with the support of the client servicing team

• Adherence to all regulatory, statutory, and corporate compliance standards 

Requirements

• 8+ years of experience in the Wealth Management space

• Must have completed an MBA from a premier business school.

• Should have a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE, etc.) & markets.

• English is mandatory and command of the local language would be beneficial. 

• Ability to work in tandem with our channel partner and generate leads & business. 

• Good communication and presentation skills

About Company

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles & responsibilities

• Onboarding, Handling and Managing HNI / Ultra HNI clients.

• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography. 

• Aiming for consistent growth of customer wallet share and book size.

• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.

• Constantly review client portfolios and give a birds’ eye view.

• Ability to work in partnership with Federal Bank and drive leads & AUM.

• Service existing clients with the support of client servicing team

• Adherence to all regulatory, statutory, and corporate compliance standards 

Requirements

• 8+ years of experience in Wealth Management space

• Must have completed MBA from a premier business school.

• Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.

• English is mandatory and command on local language would be beneficial. 

• Ability to work in tandem with our channel partner and generate leads & business. 

• Good communication and presentation skills

Graduate/Post Graduate/MBA with 1 year of experience from BFSI

Work Experience 1+ Years 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

Please find below mentioned Job Description of Relationship Manager profile for your reference.

Company Name :- Bonanza Portfolio Ltd

Location : - Delhi

Qualification : - Any Graduation

Job Description : -

1.     New client acquisition, building new relationships and increasing depth in existing relationships with clients.

2.     Selling online broking accounts- demat account, trading account.

3.     Identifying customer needs, assessing their appetite and providing them investment options.

4.     Achieving targets as assigned by the organisation on a monthly basis.

5.     Migrating offline clients to do online trading.

6.     Backend support to clients.

7.     Regular updates to the immediate superior as a when required.

Past experience in the similar role will be preferred.

If you are interested in this opportunity, please feel free to connect or refer to the suitable candidate if you know anyone

Greetings!!!

Please find below mentioned Job Description of Relationship Manager profile for your reference.

Company Name :- Bonanza Portfolio Ltd

Location : - Indore

Qualification : - Any Graduation

Job Description : -

1.     New client acquisition, building new relationships and increasing depth in existing relationships with clients.

2.     Selling online broking accounts- demat account, trading account.

3.     Identifying customer needs, assessing their appetite and providing them investment options.

4.     Achieving targets as assigned by the organisation on a monthly basis.

5.     Migrating offline clients to do online trading.

6.     Backend support to clients.

7.     Regular updates to the immediate superior as a when required.

Past experience in the similar role will be preferred.

If you are interested in this opportunity, please feel free to connect or refer to the suitable candidate if you know anyone.

We are looking "Relationship Manager" for Reputed Client @ Coimbatore Permanent Role.

• Responsible for generating brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.

• Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.

• Meeting existing customers on a regular basis for achieving service standards.

Skills & Knowledge:

• Graduate / Post graduate with minimum 1 yr exp in Equities on the client side

• Should have sound understanding of capital markets,

• Should be result-oriented, self starter, proactive, good communication skills.

• Should possess strong networking & relationship building skills.

• Client acquisition & servicing.
• Understanding of currency / equity / banking markets
• Sales & marketing of financial products / services
• Experience with selling of financial products / services will be preferred.

Job Role :

• Creating data base of potential clients
• Fixing meetings with prospective clients through cold calling or references
• Holding meetings with prospective clients and informing them about products / services offered.
• Responsible for overall Marketing and achieving annual budgets. 
• Analyzing financials of prospective clients to gauge best alternatives and cost reduction

About the Company: Advantage Club is an HR FinTech firm in the corporate employee benefit space. Our major verticals are Financial Services, Corporate Perks, SaaS for digitization and management of Rewards & Recognition programs. We are currently partnered with more than 370+ corporations including Hexaware , Concentrix , EY, Walmart , Amazon, Marurti, etc., whose employees are using the platform. We are serving 1.5M+ employees, drive transactions

worth 2.5M USD every month, and have raised $2M till date.

In the Financial Services division, the company offers innovative solutions like Early Wage Advantage (EWA), flex benefits, tax saving and reimbursement solutions over Visa powered open loop cards.

Early Wage Advantage enables you to withdraw a portion of your salary in advance. You don’t have to wait for the payday to access the salary. Instead, you can avail EWA facility and get the provision to settle the same amount from the salary.

Advantage Card is a Visa powered prepaid card that can be used at any online or physical point of sales just like your debit card.This card has a multi wallet capabilities for defined use cases as per the organisation’s policy.

About the Role:

We’re looking for outstanding salespeople who would own the top of the funnel (TOFU) by doing lead generation (via cold calling and cold emailing) to sales qualification (managing inbound and nurturing) to sales closure.You’ll be an articulate presenter and a strategic planner but above all, dynamic and goal-oriented.

This role is for the self motivated and hard working candidate who can build and nurture relationships, drive engagement and achieve sales targets for the  financial services products of the organisation. At the same time, the candidate should understand the product in detail and be able to address the queries and/or doubts of the clients.

Requirements:

• Previous relevant experience within the corporate sales of products like Payroll/Corporate Salary/Lending/ Insurance/healthcare/SaaS is a MUST
• Understanding of the financial products and the market
• Experience in commercial discussions with customers/ negotiations and closing sales
• Be able to thrive in a complex and demanding startup environment
• Street smart, open minded, analytical, persistent, accountable and ethical Skills:- Lead Prospecting, Presentation Skills and Customer Relationship Management (CRM)
• High level of natural intelligence, coupled with strong interpersonal skills.
• High degree of coachability and great listening skills.
• The desire to grow as a leader in a fast growing technology company.
• Excellent oral and written communication skills.
• A track record for exceeding targets in sales, ideally in start-up, or 1+ years in a high-performing professional environment
• Hands-on experience with multiple sales prospecting techniques like cold calling, cold emailing, and social outreach.
• Experience in B2B2C is an added advantage.
• Existing relationships with CHRO, CXO level people will be an advantage
• Preferred: Banking, Insurance, NBFC, HRMS, Fintech

Responsibilities:

• Reachout to new and existing clients to sell / up-sell the financial products of the company
• Proactively seek new business opportunities in the market
• Making cold calls, presentations and generating interest of the top management of the decision making hierarchy in the target organizations.
• Drive the entire sales cycle from initial customer engagement to deal closure.
• Should clearly communicate all features to the client and understand his requirements over the phone/email/ Video Call and propose a suitable solution
• Nurture leads and effectively work with marketing teams to convert them into opportunities
• Drive active engagement with prospects to increase interest and excitement in our products
• Accurately plan for and forecast sophisticated, long-term sales cycles
• Work closely with our product team to help influence & shape product/offering direction
• Partner with marketing and customer success teams to align go-to-market message and execution
• Collaborate with the cross functional teams to plan and execute lead generation campaigns with the objective of opening doors and establishing new business engagements.