Job Description:

Relationship Manager

Job Description:
- Acquisition of Direct Clients as well as Business Associates for Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business
- Responsible for achieving his individual Target of Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business
- Responsible for achieving his Minimum KRA & Monthly Target of New Client / DSA Acquisition, Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business
- Identify Business Associates who has good relationships and can acquire new clients of Stock Broking, Mutual funds and Insurance business
- Give Joint call support to all BAs along with Direct Sales exposure




- Accountable for Business Targets individually in sync with BA / DSA acquisition / activation Target.
- Customer Relationship Management.
- Impart Product training to Business Associates acquired by him

Qualification:

Graduate / Post Graduate

Key Skills:
- The candidate must be an individual contributor and should be able to source their own client base.
- No data or existing client base will be provided.
- Able to handle a reasonable client size
- Pleasant personality and valuable communication skills.

Functional Area:

Marketing

📌 Relationship Manager (Lucknow)
🏢 RECEX
📍 Lucknow