Relationship Manager - New Client Acquisition

Location : Mumbai

Qualification : UG: B.Tech/B.E. in Any Specialization, PG: MBA/PGDM in Any Specialization, M.Com in Any Specialization

Experience in Years : Min 1 Year of Relevant Experience

Scope and Responsibilities :

Equity Broking & Investment Products.

The candidate will be responsible for Demat & Trading account opening, through direct sales (face to face), cold calling, networking, your own data/sources, and references.

Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.

Relationship Manager - Client Servicing

Location : Mumbai

Qualification : UG: B.Tech/B.E. in Any Specialization, PG: MBA/PGDM in Any Specialization, M.Com in Any Specialization

Experience in Years : Min 1 Year of Relevant Experience

Scope and Responsibilities :

1. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.

 2. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances.

3. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts.

4. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.

5. Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.

Virtual Relationship manager

Location : Mumbai

Qualification : Any Graduate, PG: Any Postgraduate, Certification of NISM compulsory

Experience in Years : Min 1 Year of Relevant Experience

Scope and Responsibilities :

Roles & Responsibilities:

Client Relationship Management:

·         Develop and maintain strong relationships with assigned clients.

·         Provide exceptional customer service through timely and effective communication.

·         Address client queries and concerns promptly and professionally.

·         Proactively engage with clients to understand their financial goals and needs.

Onboarding and Account Management:

·         Acquire digital clients for Demat accounts using provided leads

·         Guide clients through the onboarding process, ensuring smooth account setup.

·         Maintain accurate and up-to-date client records.

·         Assist clients with account maintenance and transactions.

Sales and Cross-Selling:

·         Identify cross-selling and up-selling opportunities based on client needs.

·         Promote relevant financial products and services to clients.

·         Achieve sales targets and revenue goals.

Digital Engagement:

·         Utilize digital tools and platforms to interact with clients effectively.

·         Leverage technology to enhance client experience and streamline processes.

Compliance and Risk Management:

·         Adhere to regulatory guidelines and compliance standards.

·         Identify and mitigate potential risks associated with client interactions.

Expertise & Skills:

·         Strong communication and interpersonal skills.

·         Excellent customer service orientation.

·         Proficiency in financial products and services.

·         Knowledge of the stock market and investment strategies.

·         Ability to build rapport and trust with clients.

·         Strong sales and negotiation skills.

·         Proficiency in digital tools and CRM software.

·         Problem-solving and analytical skills.

Education & Certification:

·         Bachelor's degree in Commerce, Finance, or related field.

·         Certification in financial planning or wealth management (preferred).

·         Relevant experience in the financial services industry.

 

Team Lead - Virtual Relationship Management

Location : Mumbai

Qualification : Any Bachelor's Degree (Preferred)

Experience in Years : Min 2 Year of Relevant Experience

Scope and Responsibilities :

Roles & Responsibilities:

Team Leadership:

·         Recruit, hire, and manage a team of VRMs.

·         Provide leadership, guidance, and coaching to team members.

·         Set clear performance expectations and goals.

·         Monitor team performance and provide regular feedback.

Strategy and Planning:

·         Develop and implement the VRM team's strategic plan.

·         Set key performance indicators (KPIs) and track progress.

·         Identify opportunities for process improvement and efficiency gains.

Client Relationship Management:

·         Oversee the quality of client interactions and ensure high levels of satisfaction.

·         Resolve escalated client issues and complaints.

·         Foster strong relationships with key clients and partners.

 Sales and Business Development:

·         Drive sales growth and revenue generation through the VRM team.

·         Achieve targets set by the organization

·         Identify and pursue new business opportunities.

·         Collaborate with other departments to achieve organizational goals.

Compliance and Risk Management:

·         Ensure adherence to regulatory requirements and compliance standards.

·         Monitor risk exposures and implement mitigation strategies.

·         Conduct regular audits and reviews to identify and address potential issues.

Expertise & Skills:

·         Strong leadership and people management skills.

·         In-depth knowledge of the financial services industry.

·         Excellent communication and interpersonal skills.

·         Strong analytical and problem-solving skills.

·         Proficiency in CRM software and other relevant tools.

·         Ability to build and maintain strong relationships with clients and partners.

·         Strategic thinking and planning skills.

·         Strong understanding of regulatory requirements and compliance standards.

Education & Certification:

·         Bachelor's degree in Commerce, Finance, or related field.

·         MBA or advanced degree in business or finance (preferred).

·         Relevant experience in the financial services industry, with a focus on relationship management and sales.

·         Certification in financial planning or wealth management (preferred).