The SRM will be required to move into the market and promote services of the company, brief people about the utility of our services and handle operational and technical issues of our existing clientele.
Skills Required:-
Convincing Skills | Analytical Skills | Inter Personal Skills
Interest towards Sales & Field Activities
Self-Motivated | Extrovert Confident
Inclination towards Finance
KRA:-
Manage Client Portfolio
Create Leads Pipeline
Arrange Participants for Events with the support of his Team
Acquire Clients from Leads provided by System
Stay Updated of Financial Market Events
Understand Financial Planning, Wealth Management, Tax Planning
Qualification MBA in Marketing / Finance
Job Detail:
The Senior Relationship Manager will be responsible for the promotion, development and handling of client relationships related to financial planning, wealth management, tax planning.
The capacity utilization of an SRM will be as follows:
Acquisition of recent client by moving into the market 60%
Handling of portfolio and create recent references from the client -30%
In house training for operational and technical issues 10%
Performance Appraisal:-
The performance will be assessed on the basis of quantitative analysis including creation of clientele and revenue generated during the period as well as qualitative analysis including the marks obtained.
In internal trainings and examinations, adherence to STD (Standard time duration), obedience and qualified conduct.
Apart from fixed emoluments, The HR Policies of the company promotes various incentives and other rewards and recognition programs