Job Description

Open Positions - 01
Location: Mumbai
Experience Required: 03 years Plus
Joining Date: Immediate or with in 1 month
Gender: Male OR female candidate

Revenue Generation:

1. Acquire retain and deepen portfolio to maximize sales performance to achieve
revenue targets through wealth management products real estate products asset-
related products (secured unsecured) and any other products being offered by the
organization.
2. Grow AUM and Sales revenue on a month-on-month basis.
3. Support Managers  in developing and implementing action plans to achieve business
objectives.
4. Increase product per customer on a regular basis within current customer base.
5. Organize and participate in all promotion activities organized at the organization.
# Operational Governance.
1. Ensure all processes are followed to ensure that there are no operating losses/
Frauds.
2. Accurate and timely processing of customer instructions
3. Ensure adherence to KYC Norms.

4. Maintain standards to comply with Company Audit.

# Customer Experience Management 

1. Ensure effective  relationship  management by monitoring the movement of the
customers and implement a customer retention program. 
2. Minimize rejections and customer complaints to create a wow experience.
3. Hold periodic customer meets and branch promotions to generate more business.
4. Customer query handling / complaint resolution.
5. Specific initiatives taken to improve service and reduce bottlenecks and customer
complaint
6. Customer visits as per laid down call frequency.

II: INDICATIVE KPIs
1. %Achievement of Sales Acquisition & amp Revenue targets.
2. % Achievement of Book Growth targets.
3. % Achievements of Service Standards.

III: COMPETENCIES & SKILLS REQUIRED
A Relationship Manager is required to interact with customers for most part of his/her day
and so good communication and presentation skills are a prerequisite for the job. The job
also requires thorough financial and sector knowledge in order to provide sound and reliable
advice to clients. The major skills and competencies required are:
1. Excellent communication Skills
2. Understanding and interest in financial products and markets
3. Ability to analyze information.
4. Ability to explain complex information clearly and simply.
5. Good sales negotiation & influencing skills.
6. Excellent Customer Relationship Management skills.

Salary Range: CTC 6 00 000- 8 00 000 PA + Additional benefits as per company& rsquo s norms
(Medi-claim Incentives Travel Allowance Phone Allowance etc)