job responsibilities
identify and prospect channel partners - chartered accountants/ property consultants/
wealth managers through daily market visits (yes, we strongly believe that cold calling
make the best sales leaders)
build relationships/alliances with chartered accountants, independent mortgage advisors
and small to mid-size mortgage advisory firms to generate mortgage leads
create and maintain a database of cas and sub-dsas in the assigned geography
keep a track of chartered accountants of clients serviced by us and explore incremental
business opportunities from them
client interaction to understand their lending requirements clearly and explain our
proposition to them
understand various technicalities and suggest the most appropriate solution to clients
daily office reporting on update/ progress.
deliver on monthly, quarterly & annual revenue targets
job requirements
1-4 years total experience in relationship building & management *
experience in corporate sales,bancassurance or channel development desired will be an
advantage
understanding of client segmentation of chartered accountants and having any existing
relationships with cas or mortgage advisors will an advantage