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Relationship Manager

For a client of TeamLease Services Ltd
Experience : 2 to 8 Years
Per Year: Rs. 3,00,000 - Rs. 6,50,000
Job Role : Sales / Marketing (BFSI sales)
Posted on 09 Apr 20
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Job DescriptionLast Date 08 Jun 20

Position Title: Relationship Manager/ Sr. RM 

Business / Department: CSEC


Job Purpose: The candidate would be expected to bring in High Networth Individual customers to the company for Investment Advisory services provided by the company. The candidate would also have to keep the relationships for the company and provide all required service levels as per the company policy. 

 


Key Accountability:


• Bring 20-30 customers to the company


• Generate revenues and AUM for the company as per the expectation


• Give Club service to the customers as per the company processes


• Advise clients on a range of products viz. Mutual Funds, Life Insurance, Retail Insurance, PMS in stocks and MFs, securities broking, derivatives, bonds and all the products promoted by the company 

 


Job Duties & Responsibilities


▪ Bring Club customers to the company for advisory services


▪ Manage these relationships following the company guidelines


▪ Provide relevant services as per the Club process module


▪ Certify oneself with AMFI and IRDA advisory modules


▪ Continuously strive for creating customers through references


▪ Strive for continuous self-learning 

 


Experience


• Minimum 2 years work experience, preferably in advisory services or personal financial consulting role in a leading MNC/Private sector bank


Education / Preferred Qualifications


• Graduation


• AMFI/IRDA/NISM certifications is mandatory

Job Type : Full Time
Company Description
TeamLease Services established in 2002, is one of India's leading human resource service companies in the organized segment. A Fortune 500 company listed on both NSE & BSE markets, with eight offices and 1400 clients across the country. The company at present has about 100,000+ live associates/ trainees spread across the country and have till date given employment to 1.5+ million people with an aim to hire millions more.
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