Relationship Manager

Anha Consultancy

Rajkot, India

Last shared 247 days ago

Job Details


1 - 10 years

Employment Type


Employer Job ID

Not Mentioned

Industry Sector

Functional Area

Security/Investigations Corporate Affairs/ Communication
Advertising/Public Relations Procurement
Accounting Consulting
Job Description

Designation: Relationship Manager Education:

Graduate Job Description: To managing the team of dealers and would be working for the development and growth. To be Responsible for achieving business targets set for self and of dealer mapped to him for the respective year. To inculcate the culture and values in the word and spirit and should make all efforts to support the growth of brand image. To cross sell products such as Mutual Funds / IPOs / Debt are available to branch and efforts should be made to market all products irrespective of weightage in goal sheet or Incentive Policy. To ensure that Systematic Trading Approach and Margin Collections are supervised at micro level. As we are in Clientele Business, Customer Delight should be top most priority of Branch Manager, Relationship Manager and the staff. As an Organization, our endeavor should be to comply with all guidelines / rules issued from various authorities from time to time. Lapses on any of the compliance which warrants any penalty to Organization would be seen seriously. To be a role model for implementation of all Organizational Policies and practices. In case any query / complaint or grievance is reported at branch, it would be mandatory to report the same to the concerned authorities including your manager without any delay. This also applies to issues that are already resolved between branch staff and client. Timely updates of client’s email, Mobile, Address, Aadhaar & other details to avoid client suspension. Daily 2 meeting with clients & 1 Product add is compulsory (New KYC, OnlineKYC, Lifetime, JA, Margin,MF, SIP, EQSIP, Portfolio Reshuffle etc) Any complaints / grievance raised by client need to be settled amicably. However on investigation if it is found that such grievance was due to lapse on part of RM or dealers; it shall be the reason for disciplinary actions, as the organization think fit so.

Company Description

All recruitment needs of corporate clients will be covered by us. We cater to the recruitment needs of corporate firms whether they are at senior, middle or junior level. We also cater to the job requirements of individual candidates whether they are fresh candidates or experienced ones. They may belong to skilled, semi-skilled or unskilled worker categories.

We also take up small job services such as Data Entry Operations, Liaison with different agencies on behalf of the corporate clients. We also facilitate individuals to get short term employment / part-time jobs which can be done from their locations.

We also provide personal Insurance services to our clients.


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