Relationship Manager - Sales - BFSI (4-10 yrs)
Position :
- Relationship Manager/ Senior Relationship Manager
- Reporting to Cluster
-Regional Head
- Span of Control (Geog & Nos of Reportees)
Individual :
Specific Responsibilities :
- Acquiring and on boarding New HNI clients
- Building & Developing client Relationship.
- Developing Margin Funding book
- Achieving Revenue targets
- Adhering to compliance
Key Performance Indicators :
- Acquire 2 HNI clients per month (Min Margin of 10 lacs), AUM is 25cr
- Identify large traders/investors from his region & onboard them.
- Getting a larger wallet share of the client.
- Recommend stocks from our Research basket & Advise client on their portfolio.
- Generate revenue min. 3X cost.
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