Position:
Relationship Manager / Senior Relationship Manager
Business / Department:
Cholamandalam Distribution services limited
Rank:
MG2 / MG 3
Location:
Chennai, Bangalore, Kolkata, Hyderabad, Mumbai
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 Accountabilities:
Bring 20-30 customers to the company
Generate revenues and AUM for the company as per the expectation
Give Club Chola 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 Chola customers to the company for advisory services
Manage these relationships following the company guidelines
Provide relevant services as per the Club Chola 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 :
MBA/PGDBM preferably in Marketing with Finance as a Minor
AMFI/IRDA/NCFM certifications would be preferred qualifications
Core Competencies :
A go-getter with killer instincts
An optimist
High self-esteem
High on initiative
Assertive and expressive
Eloquent and mild mannered
High energy quotient
Good communication skills preferably with 3-Language capabilities
Contact Email:
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