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Relationship Manager / Senior Relationship Manager

Mumbai, MH
Job Code:
  • Banking & Finance
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Job Details

The candidate would be expected to bring in High Networth Individual customers to the company for Investment Advisory services provided by the company. The candidate would also have to keep the relationships for the company and provide all required service levels as per the company policy.Key AccountabilitiesBring 20-30 customers to the companyGenerate revenues and AUM for the company as per the expectationGive Club Chola service to the customers as per the company processesAdvise clients on a range of products viz. Mutual Funds, Life Insurance, Retail Insurance, PMS in stocks and MFs, securities broking, derivatives, bonds and all the products promoted by the companyJob Duties & Responsibilities Bring Club Chola customers to the company for advisory servicesManage these relationships following the company guidelinesProvide relevant services as per the Club Chola process moduleCertify oneself with AMFI and IRDA advisory modulesContinuously strive for creating customers through referencesStrive for continuous self-learningExperience Minimum 2 years work experience, preferably in advisory services or personal financial consulting role in a leading MNC/Private sector bankEducation / Preferred Qualifications MBA/PGDBM preferably in Marketing with Finance as a MinorAMFI/IRDA/NCFM certifications would be preferred qualificationsCore Competencies A go-getter with killer instinctsAn optimistHigh self-esteemHigh on initiativeAssertive and expressiveEloquent and mild manneredHigh energy quotientGood communication skills preferably with 3-Language capabilities
Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 2-7


Mutual Funds | Relationship Mgmt | Risk/Credit/Economic Analyst | Stock Broking
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