Job Description
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Relationship Manager-(Banking Product)
P
Privilege Consultant
Bhubaneswar, Odisha
Apply on LinkedIn
22 hours ago
Full–time
LOCATION: Mumbai Thane, Delhi NCR, Lucknow , Patna ,Muzzafarpur ,Jaipur, Bikaner, Chandigarh, Dehradun, Meerut, Allahabad Ranchi, Bhubaneswar, Kolkata For Most Reputed NBFC/Banking Product: Mutual Fund/FD/Insurance Age is not below than 25 yrs and Maximum 40 Qualification:-Graduate Job Description Job Title: Relationship Manager Financial Products Distribution Date: Job Holder Name: Dept: Financial Products Distribution Reports To: Regional Manager Financial Products Distribution Location: Regional Offices 1: Job Purpose Statement (Summarise in one/two statements why this job exists and the contribution makes to the overall business of the company). To cross-sell mutual funds, fixed deposit, bonds/NCDs other financial products business to existing set of customers, new customer acquisition through corporate and BTL activities in the assigned geography. 2: Duties Responsibilities ( List in the order of importance the duties responsibilities of this job) Sourcing customers for Mutual funds, Insurance, FD and bonds within the assigned region. Cross Sell and Up Sell existing set of mapped customers. Create gateway for corporate investments Increasing overall Mutual Fund AUM Add new customers in FPD channel Market Analysis, Sales Scripts, One-off research briefings as well as crisis communication. Ensure periodic Portfolio review counselling for high-end and Select Clients is conducted. 3: Organisational Relationship (Provide an organisational chart which illustrates the organisational structure above and below this position). Zonal Manager Financial Product Distribution Regional Manager Financial Product Distribution Relationship Manager Financial Product Distribution 4: Key Challenges (List the key tasks performed to support the main objectives of the position). Identify prospects Covering demographics. 5: Decision Making Authority (Describes the type of decisions made alone, those on which the manager must be consulted, those referred to a higher level, and job procedures to be followed). NA 6: List of internal and external stakeholders the role is expected to interact with to execute duties effectively Internal IT Team, Business Excellence, Investment product distribution External AMC and MIBL. 7: Job Requirements (Describe the educational requirements, suggested year and type of experience, nature and extent of skills/abilities required for the desired position).
Relationship Manager-(Banking Product)
P
Privilege Consultant
Bhubaneswar, Odisha
Apply on LinkedIn
22 hours ago
Full–time
LOCATION: Mumbai Thane, Delhi NCR, Lucknow , Patna ,Muzzafarpur ,Jaipur, Bikaner, Chandigarh, Dehradun, Meerut, Allahabad Ranchi, Bhubaneswar, Kolkata For Most Reputed NBFC/Banking Product: Mutual Fund/FD/Insurance Age is not below than 25 yrs and Maximum 40 Qualification:-Graduate Job Description Job Title: Relationship Manager Financial Products Distribution Date: Job Holder Name: Dept: Financial Products Distribution Reports To: Regional Manager Financial Products Distribution Location: Regional Offices 1: Job Purpose Statement (Summarise in one/two statements why this job exists and the contribution makes to the overall business of the company). To cross-sell mutual funds, fixed deposit, bonds/NCDs other financial products business to existing set of customers, new customer acquisition through corporate and BTL activities in the assigned geography. 2: Duties Responsibilities ( List in the order of importance the duties responsibilities of this job) Sourcing customers for Mutual funds, Insurance, FD and bonds within the assigned region. Cross Sell and Up Sell existing set of mapped customers. Create gateway for corporate investments Increasing overall Mutual Fund AUM Add new customers in FPD channel Market Analysis, Sales Scripts, One-off research briefings as well as crisis communication. Ensure periodic Portfolio review counselling for high-end and Select Clients is conducted. 3: Organisational Relationship (Provide an organisational chart which illustrates the organisational structure above and below this position). Zonal Manager Financial Product Distribution Regional Manager Financial Product Distribution Relationship Manager Financial Product Distribution 4: Key Challenges (List the key tasks performed to support the main objectives of the position). Identify prospects Covering demographics. 5: Decision Making Authority (Describes the type of decisions made alone, those on which the manager must be consulted, those referred to a higher level, and job procedures to be followed). NA 6: List of internal and external stakeholders the role is expected to interact with to execute duties effectively Internal IT Team, Business Excellence, Investment product distribution External AMC and MIBL. 7: Job Requirements (Describe the educational requirements, suggested year and type of experience, nature and extent of skills/abilities required for the desired position).
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager|Banking Product position is now open for candidates interested in the Bank Jobs sector. This role in Bhubaneswar offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
