Relationship Manager

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

ï‚· Primarily responsible for sourcing & on-boarding MF Advisors, Life Advisors, Wealth Advisors

ï‚· Developing & Sustaining relationships with MF Advisors, Life Advisors, Wealth Advisors ï‚· Channel Sales & Partner Management

ï‚· Focus on improving Mind share & Wallet share (sales & business development) ï‚· Strong business & industry/market intelligence (competitive offerings, regulatory changes, investment products)

ï‚· 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

ï‚· Track investor complaints/queries & turnaround time for distributors

KEY RESPONSIBILITIES

ï‚· Sourcing & On-boarding MF Advisors, Life Advisors, Wealth Advisors

ï‚· SIP Book

ï‚· Market Share

ï‚· CRM (Adherence to basic hygiene, sales/call report) Effective Communication & Networking

ï‚· Product Knowledge Time Management Market Awareness

ï‚· 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

ï‚· Recruitment Skill

ï‚· Strong Interpersonal & Relationship Management Skills KEY RESPONSIBILITIES Weightage

ï‚· Sourcing & On-boarding IFAs ï‚· SIP Book, Market Share, Market Awareness

ï‚· CRM (Adherence to basic hygiene, sales/call report)

ï‚· Effective Communication & Networking

ï‚· Product Knowledge ï‚· Time Management

ï‚· Adherence to Compliance Policies & Process

ï‚· In-depth knowledge of Capital Markets

ï‚· Product Selling & Presentation Skills

ï‚· Time Management & Multitasking

 Drive for result – good conversion

• Experience

  2 - 5 Years

• No. of Openings

  5

• Education

  Graduate

• Role

  Relationship Manager

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office