Relationship Manager

Responsible for generating revenue & maximizing the brokerage for the department by meeting the targets of account opening operations

1. Business/ Operational/ Functional/ Financial Perspective
1. To accomplish his Account opening targets, set by the superiors.
2. Accomplishing their brokerage targets; C to C (Cost to Costing).
3. Accomplishing their AUM (Asset Under Management) targets.
4. Generating leads through cold calling.
5. Accomplishing meeting targets, as set by Superiors.
6. Analyzing & increasing the client database and finding out the potential Clients- based on their
7. priority level of the Client, fixing meetings with the seniors with the help of database, personal references & networking.
8. Collection of Margins from the Clients.
9. Self analyzing the market as well as compiling the data received from the Research Analysis
10. Team and updating the Customers accordingly.
11. Preparing a daily MIS of number of calls made and meetings conduct and sending them to the sales manager as well as Business Head in CRM.
12. Looking into the avenues for tapping bulk accounts.
13. Identifying the non-trading accounts and push them for trading.
14. Providing better services to the Clients and request them for references.
15. Ability to influence prospective Clients and convert leads into Sales as well as convincing them to invest more.
16. Acquiring more and more Clients with high net worth for getting increased revenues.
17. Looking into corporate deals and finding out more mass attraction avenues.
18. To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds insurance, FD, IPO etc and its distribution
2. Internal/External Responsiveness
1. Resolution of Employee queries within TAT/responsiveness within TAT (internal/external clients).
2. Customer/Client relationship Management.
3. Internal process Perspective
1. Compliance of Organization’s philosophy, procedures and Policies.(0% violation of policies ).
2. MIS /Data Management (Protection & Confidentiality).
3. Liaison with various departments.
4. CRM usage.
4. Innovation & Learning Perspective
1. Updated Knowledge of latest market Trends/Policies of BSE/NSE etc.
2. New initiatives/ Processes/ Ensure training (self) as organized by Organization's L&D division/Participation in Emp. Centric Org. Activities/ Surveys/ Seminars.

1. Working with People & Influencing/ Interpersonal Skills
2. Task Accomplishment and Result Oriented/ Achievement Oriented:
3. Dependability & Sense Of Responsibility:
4. Coordination/Team Handling & Control / Team Player
5. Effective Intelligence & Decision Making/Vision & Business/Strategic Orientation
6. IT Skills /Communication Skills

1. Accomplishment of Account opening targets, set by the superiors
2. Accomplishment of Brokerage targets; C to C (Cost to Costing)
3. Accomplishment of AUM (Asset Under Management) targets
4. Catering to the Clients requirement and solving their grievances
5. Identifying potential Clients for cracking deals.
6. Accuracy & Timeliness in maintenance of MIS
7. Accuracy & Timeliness in providing regular DSR
8. Lead generation by cold calling
9. Effectively mapping client’s requirements and providing them requisite services.
10. Ensure Daily Sales Reports in CRM software.