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04/10 Bhakti
Senior Executive HR at KRChoksey Shares & Securities Pvt. Ltd.

Views:181 Applications:49 Rec. Actions:Recruiter Actions:23

KRChoksey - Relationship Manager - Sales (3-5 yrs)

Mumbai Job Code: 49437

The Position: We- re looking for a professional from the Financial Services/Stock Broking/Banking/Life Insurance/Mutual Fund/Wealth Management firms for Distributing Equities & Wealth Products for the Direct Business Vertical. This position would essentially involve interacting and building business relationships with HNIs, UHNIs & Corporates with a focus on generating revenue and growing AUM.

Requirements:

- Strong Interpersonal Skills

- Entrepreneurial Mindset

- Innovative and out of the Box thinker

- Strong and Pleasing personality

- Strong Communication Skills

- Must have an in depth knowledge of the various equities and wealth (including insurance) related products and services

Responsibilities:

- Grow customer relationships through networking.

- Acquire HNI, UHNI, Corporate customers.

- Manage and advise customers on their equity and wealth portfolio with a view to grow the book size and wallet share.

- Take up the responsibility of product wise topline and bottom line growth and AUM.

- Generate revenue in lines with the business plans and targets.

- Work on inactive and dormant customers to regain the relationship through dedicated customer service approach

- Generate leads through sales and marketing campaigns, referrals and events.

- Activation, retention and penetration of customers.

- Comply with all regulatory guideline and compliance

- Prepare all sales related DSR & MIS

- Coordinate with all internal departments and external stakeholders.

Benefits:

- Employee Friendly Policies

- Work life Balance

- Handsome Incentives for Best performers

- Best Compensation as per Industry

- Family Like work environment

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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