Opening for Relationship Manager / Senior Relationship Manager Mumbai

2 - 5 Years
Mumbai

Job Description

Opening for Relationship Manager / Senior Relationship Manager Mumbai

Location :- Mumbai

Relationship Manager - Sales Reporting to Sales Manager/Branch Manager Department
Business Development - Retail
JOB RESPONSIBILITIES
Responsible for revenue generation via introducing new clients by dealing in equity/Mutual Funds/Franchising.
Business/ Operational/ Functional/ Financial Perspective
Acquire quality clients through networking, data base, market intelligence and references from existing clients.
Promoting business and increasing profitability through selling equity/mutual funds and Sub Broker marketing.
Generating Leads through cold calling and references.
Identifying customer needs, assessing their risk appetite and providing them investment solutions through financial planning.
Introduce new clients to Relationship Manager Dealing for hassle free transactions and services.
Maintain records of business on internal software.
Conduct activities for Client Acquisition and Financial Planning.
Ensure compliance as per various regulator and organization guidelines.
Develop and maintain a long term relationship with customers to maintain a high level of retention of client base.
B. Internal/External Responsiveness
Resolution of Employee queries within TAT/responsiveness within TAT (internal/external clients).
Customer/Client relationship Management.
C. Internal process Perspective
Compliance of Organizations philosophy, procedures and Policies.(0% violation of policies ).
MIS /Data Management (Protection & Confidentiality).
Liaison with various departments.
CRM usage.
D. Innovation & Learning Perspective
Updated Knowledge of latest market Trends/Policies of BSE/NSE etc.
New initiatives/ Processes/ Ensure training (self) as organized by Organization's L&D division/ Participation in Emp. Centric Org. Activities/ Surveys/ Seminars.
Disclaimer: These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of
the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned,
might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the
right to change the same as per Business requirements without any prior intimation.
B u s i n e s s D e v e l o p m e n t - R e t a i l
QUALIFICATION
Any Graduate/Post Graduate with 2-3 years of relevant work experience within the same industry type
I.T SKILLS
Extremely fluent with MS office, especially MS Excel.
Strong working knowledge of the CRM software.
SPECIFIC SKILLS
NCFM (Optional)
Strong Product Knowledge
CRITICAL COMPETENCIES
1. Working with People & Influencing/ Interpersonal Skills
2. Task Accomplishment and Result Oriented/ Achievement Oriented:
3. Dependability & Sense Of Responsibility:
4. Coordination/Team Handling & Control / Team Player
5. Effective Intelligence & Decision Making/Vision & Business/Strategic Orientation
6. IT Skills /Communication Skills
Disclaimer: These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of
the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned,
might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the
right to change the same as per Business requirements without any prior intimation.
B u s i n e s s D e v e l o p m e n t - R e t a i l

1. Revenue Generation
2. Lead Generation
3. Lead Conversion Ratio
4. Client Retention and Acquisition
5. Adherence to compliance
6. Customer Relationship Management
7. Accuracy & Timeliness in maintenance of MIS
8. Accuracy & Timeliness in providing regular DSR and updating in CRM software
9. Effectively mapping clients requirements and providing them requisite services.

Kindly mail your resume at sejaldesai@smcindiaonline.com
Regards
Sejal Desai

Salary: INR 1,00,000 - 5,00,000 P.A.

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Retail Sales

Role:Sales Executive/Officer

Employment Type:Permanent Job, Full Time

Keyskills

Desired Candidate Profile

Please refer to the Job description above

Company Profile

SMC Global Securities Ltd.

SMC Global Securities Ltd.
View Contact Details+

Recruiter Name:Ruby Sharma

Contact Company:SMC Global Securities Ltd.

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