Relationship Manager - HNI - BFSI

Job Profile :

Designation: Relationship manager

Key Job Responsibilities :

- Manage and generate cross sell revenue from preferred clients.

- Acquire preferred clients.

- Provide financial planning services to all assigned and acquired preferred clients.

- Responsible for all cross sell related servicing to assigned clients.

- Ensure client meetings as per defined norms.

- Maintain records of business on internal software.

- Liaison with Branches and other Vertical Heads for revenue generation and query resolution.

- Ensure compliance as per various regulator and organization guidelines.

Other Job Responsibilities :

- Market Intelligence - Identify potential threats and opportunities.

- Maintain a congenial work environment.

- Maintain the brand image of the organization.

Job Specification :

Experience : 3 to 4 year or more experience HNI/Corporate Relationship Management

Qualification : Post graduate/MBA specialization in Marketing

Industry : Banks, Distribution houses, Wealth Management Companies and any other organization in High Value relationships

Compensation : RM Level - 6 to 9 L per annum

Targets :

- 1st Year 2 RSR

- 2nd Year 3 RSR

- 3rd Year 4 RSR

CTC Range :

- 5 to 9 Lac per annum

Criteria : Preferred Relationship Managers

- Stability - at least average of 3 years in each of his last jobs/ should not have changed more than 2 job in last 5 years

- Currently Employed - Should not be unemployed

- From the same Geography - Candidate should be from the same location

- Candidate who has earned incentives

- Hands on experience in HNI relationships - no retail, no franchisee network, no online / Telecalling sales.

- Ability and willingness to acquire clients - not dependent on assignment clients by organization.

- Avoid organizations like IndiaBulls, Emkay, India Nivesh.

- Has passion and willingness for field work and relationship management

- No candidates from Broking and Insurance.

- Preferably from Banks, distribution companies, wealth management and organization with High Value relationships

- Willing to work in individually capacity

- Candidates already interviewed and rejected in the past should not be considered.