Senior Executive HR at KRChoksey Shares & Securities Pvt. Ltd.
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KRChoksey - Relationship Manager - Sales (3-5 yrs)
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
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