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11/04 Anandhi Vinoth
Founder at AV Global Advisory Services

Views:25 Applications:17 Rec. Actions:Recruiter Actions:5

Relationship Manager/Branch Manager - Sales - NBFC/Broking (1-5 yrs)

Bangalore/Chennai/Hyderabad/Mumbai/Pune/Pondicherry Job Code: 207764

Role : Relationship Manager / Branch Manager


Experience- Minimum 1 -5 year of experience in handling HNI customers CTC upto 8 Lacs

Branch Manager- Relationship Managers or Branch Manager from banks or NBFC can apply CTC upto 10 lacs

Location Chennai, Pondicherry/Bangalore/Hyderabad/Mumbai/Pune

Job Responsibilities :

- Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management]

- To manage customers in the branch or through client visits & provide Financial / Investment Advisory, Develop new relations through referencing & other sources.

- To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization.

Branch Manager :

- To manage the center profitability by constantly endeavoring to bring up productivity and also ensuring reduction in costs in areas deemed desirable by the management. To monitor the performance and learning development of Relationship Managers.

- Handling HNI (High-net worth Individuals) clients by themselves for closure of sales on all products (except equity) without subsequent delegation

- Ensuring the productivity of Center and Relationship Managers as per the expectation of the company by planning activities for sales, identification of training needs and measurement of product penetrations, customer awareness and satisfaction

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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