Monday, December 9, 2013

Relationship Manager/Senior Relationship Manager

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Relationship Manager/Senior Relationship Manager
Responsible for generating revenue & maximizing the brokerage for the department by meeting the targets of account opening operations

Business/ Operational/ Functional/ Financial Perspective
To accomplish his Account opening targets, set by the superiors.
Accomplishing their brokerage targets; C to C (Cost to Costing).
Accomplishing their AUM (Asset under Management) targets.
Generating leads through cold calling.
Analyzing & increasing the client database and finding out the potential Clients- based on their priority level of the Client, fixing meetings with the seniors with the help of database, personal references & networking.
Collection of Margins from the Clients.
Self analyzing the market as well as compiling the data received from the Research Analysis Team and updating the Customers accordingly.
Preparing a daily MIS of number of calls made and meetings conduct and sending them to the sales manager as well as Business Head in CRM.
Looking into the avenues for tapping bulk accounts.
Identifying the non-trading accounts and push them for trading.
Providing better services to the Clients and request them for references.
Ability to influence prospective Clients and convert leads into Sales as well as convincing them to invest more.
Acquiring more and more Clients with high net worth for getting increased revenues.
Looking into corporate deals and finding out more mass attraction avenues.
To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds insurance, FD, IPO etc and its distribution.


Key Skills: broking,equity, rm, relationship manager, bdm,business develpment
Qualification: School & Graduation - Any Graduate
Specialization: Channel Sales,Relationship/Account Servicing,Retail Sales,Relationship Mgmt
Job Function: Banks/Insurance/Financial Services,Sales/Business Development
Industry: Financial Services/Stockbroking
How to Apply
Apply Online           
Apply Here By Choosing Multiple Job Codes





















                              

Warm Regards
HR Executive
Customer Is King
Web : http://customeriskinginc.com

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