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Relationship Manager
Location: Bangalore / Chennai
Role: You will lead an account team, and report to a Senior Relationship Manager or
Branch Head. The role will require travel within the city to meet customers.
Your performance will be measured and monitored based on individual and team performance in new customer additions and sales
volumes as well as product knowledge and customer satisfaction. Consistently strong
performances will result in promotion to Senior Relationship Manager.
You will be responsible for
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Developing a strong presence for PeakAlpha at our client organizations |
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Managing, motivating and mentoring Relationship Officers |
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Identifying potential customers, directly or through referrals |
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Introducing customers to the range of services that PeakAlpha offers |
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Assessing customer requirements accurately |
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Developing unique solutions to address customer needs |
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Implementing these solutions |
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Monitoring the effectiveness of these solutions over time |
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Introducing new products and services to their customers as appropriate |
Skills: You are expected to possess and demonstrate
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Leadership, motivation and team management skills |
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Excellent knowledge across various financial products, with particular expertise in at least one area |
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Excellent interpersonal skills and ability to build trusted relationships with customers |
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Deep sense of integrity and ethical behaviour |
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High energy levels |
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Strong communication, presentation and persuasion skills |
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Excellent command over written and spoken English |
Experience: MBA with 1-2 years of relevant financial services experience. Graduates with 3 years or more of relevant experience will also be considered.
Qualifications: MBA or CA. Graduates with relevant experience may also apply. AMFI certification.
Get in touch with us by clicking here >>
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If you have an interest in financial planning and investments, and would like a work environment that offers unparalleled responsibility and flexibility in an atmosphere of integrity and innovation, please get in touch with us. We would love to discuss with you how we can work together to create an organization we can be proud to call our own.
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