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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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