Senior Relationship Manager

About the Role

We seek an experienced Relationship Manager to join a premier broking firm based in Pune, Maharashtra. This full-time position centers on acquiring and nurturing clients by grasping their financial and investment goals, delivering tailored solutions, and fostering enduring relationships. It involves expanding the client base, cross-selling a broad spectrum of financial offerings, and meeting targets for revenue and asset growth while maintaining excellent client experiences.

Key Responsibilities

• Proactively identify and onboard new clients to broaden the customer base and deepen existing client relationships.
• Promote and cross-sell various third-party investment products, including insurance, mutual funds, Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), Alternative Investment Funds (AIFs), bonds, unlisted shares, and Investment Advisory Products (IAP) along with other financial services provided by the company.
• Drive the generation of revenue by effectively managing assigned accounts and optimizing income streams across all product categories.
• Maintain consistent client engagement through meetings to assess financial needs, offer appropriate investment solutions, and build long-lasting relationships.

Candidate Profile

• Possesses a graduate degree in any field.
• Holds a minimum of one year of relevant experience in broking, BFSI, NBFC, or financial services sectors.
• Exhibits solid expertise in equity, mutual funds, insurance, and diverse investment products.
• Demonstrates strong skills in client acquisition and relationship management.
• Has an aptitude for accurately identifying client requirements and effectively cross-selling or upselling pertinent investment and financial offerings.

Benefits of Joining

• Opportunity for career advancement within the dynamic financial services industry.
• Exposure to a varied portfolio of financial and investment products catering to a wide client base.
• Engagement in a performance-oriented setting that acknowledges accomplishments and supports professional development.