Relationship Manager

Waays Live Solution

job description

position sr. manager / chief manager

designation sr. manager / chief manager

position grade l4/l5

department alternate

sub department wealth channel

reporting position deputy vice president

objective of the role

 primarily responsible for sourcing & on-boarding mf advisors, life advisors, wealth advisors

 developing & sustaining relationships with mf advisors, life advisors, wealth advisors  channel sales & partner management

 focus on improving mind share & wallet share (sales & business development)  strong business & industry/market intelligence (competitive offerings, regulatory changes, investment products)

 plan & conduct special sales initiatives, activities & events with mf advisors, life advisors, wealth advisors for their existing & prospective clients facilitate & guide the business associate in operational & back-office issues

 track investor complaints/queries & turnaround time for distributors

key responsibilities

 sourcing & on-boarding mf advisors, life advisors, wealth advisors

 sip book

 market share

 crm (adherence to basic hygiene, sales/call report) effective communication & networking

 product knowledge time management market awareness

 adherence to compliance policies & process

required qualification and skills

educational qualifications: graduate or post graduate

work experience: 2-5 years of relevant experience in mf sales, life insurance sales

other skill set

 recruitment skill

 strong interpersonal & relationship management skills key responsibilities weightage

 sourcing & on-boarding ifas  sip book, market share, market awareness

 crm (adherence to basic hygiene, sales/call report)

 effective communication & networking

 product knowledge  time management

 adherence to compliance policies & process

 in-depth knowledge of capital markets

 product selling & presentation skills

 time management & multitasking

 drive for result – good conversion

• Experience

  2 - 5 Years

• No. of Openings

  5

• Education

  Any Bachelor Degree

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office