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Relationship Manager-Branch Sales

Key responsibilities and accountabilities

• Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with clients
• Will be responsible for primarily selling Equity based investment products.
• Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
• Responsible for achieving targets as assigned by the organization on a monthly basis.
• Provide regular updates to the immediate superior as an when required


Skills & Knowledge

• Graduate / Post graduate with 1 – 3 yrs exp in direct selling of financial products from any        financial services industry.
• Should have good communication & presentation skills.
• May have good existing client relationships in the market.
• Should be a self-starter, proactive & target oriented.
• Should possess strong networking & relationship building skills

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