Urgent Opening for Relationship Manager - Indore location

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 : - Jaipur

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.

The Business Development Manager will be responsible for independently prospecting, identifying, developing, managing, and closing new business opportunities and achieve assigned revenue targets and profitability for the Technical Consulting/ Managed Services in the designated territory.

Job Responsibilities:

• Develop and execute effective sales strategies and activities for the defined territory.
• Identifying, qualifying, developing, and closing potential sales opportunities.
• Consistently achieve assigned revenue targets and other key result areas.
• Develop and maintain a long-term business relationship with new and existing accounts.
• Build and maintain an effective relationship with multi-level decision-making contacts.
• Develop and maintain knowledge of assigned solutions, target market segment, etc.
• Work collaboratively with internal and external resources to develop and grow the business.
• Maintain an up-to-date record of all opportunities and activities in the CRM system.

Required Qualifications and Experience:

• At least 4-8  years of experience selling Software Products/Services to enterprise customers.
• Bachelor’s or Master’s degree in Engineering, Business, Marketing or appropriate field.
• Must have a deep understanding of Technical Consulting/ Managed Services and market trends.
• Familiar with solution selling techniques and strong account management skills.
• Proven track record of generating new business and achieving revenue targets.
• Ability to communicate and influence people at all levels in an organization.
• Must have a good industry network and existing relationship with C-level contacts in Bangalore/South.
• Proficient in Word, Excel, PowerPoint, Outlook, and other related applications.

Personal Characteristics:

• Must be able to work in a fast-paced, goal-oriented, and collaborative work environment.
• Ability to multi-task and prioritize work independently with minimal supervision
• Must have excellent communication, organizational and relationship-building skills.
• Possess a high degree of self-motivation, initiative, integrity, discipline, and commitment.
• Must be highly adaptable, process-oriented, result-driven, quick learner, and team player.

2 Areas of Expertise:

• New Business Development B2B Sales Solution Selling Revenue Generation Account Management Relationship Management Strategic Planning Prospecting Demand Generation Pipeline Management Team-Work Negotiation & Closing Solution
• Knowledge: Managed Services Technical Consulting Staffing Services Application Development Business Process Outsourcing.