Senior Relationship Manager EPCG

Posted 4 Days Ago
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Chennai, Tamil Nadu, IND
In-Office
Senior level
Healthtech • Social Impact
The Role
Manage relationships with corporate, HNI, and wealth banking clients; prospect and sell mutual fund investment products; engage senior decision-makers, finance and treasury leaders, and CEOs; develop primary sales, relationship management, and cross-selling opportunities; expand the job portfolio and maintain strong market and product knowledge.
Summary Generated by Built In

Key responsibilities:       

Ensure effective and smooth relationship with assigned corporate/HNI/ wealth Banks in the region for growth in business. 

Responsible for prospecting, selling & managing corporate (HNI) customers, business leaders in large national and multinational organizations in the assigned region.

Influence decision making at senior levels of prospective business organizations.

Developing business through consultative engagement with Finance/Treasury heads and / or CEO's. 

Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products.


Behavioral Competencies:         

Should have an eye for detail.

Good communicational abilities and pleasing personality.

Key account management skills.


Role Specific Competencies:

Product knowledge.

Market knowledge / extensively networked.


Formal Qualifications / Prior Work Exp:   

Graduate or postgraduate with minimum 4-7 years of work experience. 

(Preferably in financial services)

AMFI certification compulsory (Valid at the time of joining) 

Should be ready to expand job portfolio horizontally

Exposure to M.F industry will be added advantage.



Skills Required

  • Graduate or postgraduate degree
  • Minimum 4-7 years of work experience
  • AMFI certification valid at the time of joining
  • Financial services experience
  • Exposure to the mutual fund industry
  • Willingness to expand the job portfolio horizontally
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The Company
1,563 Employees
Year Founded: 1979

What We Do

NAMI (the National Alliance on Mental Illness) is the nation’s largest grassroots mental health organization. It works to build better lives for people affected by mental illness through advocacy, education, support, and public awareness. Founded by families, NAMI operates as an alliance of more than 650 local affiliates and 49 state organizations, delivering community-based resources and assistance across communities throughout the United States.

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