Relationship Manager
3 weeks ago
Company - A vertical of Leading stock broking company.
channel sales/ B2B profile.
- Responsible for scoping of area of sales and operations and implementing strategies to increase productivity and performance with regard to financial products
- Connect with IFAs (Independent Financial Advisors) to revenue out of different financial products. These IFAs are already customers for Mutual Fund Asset class
- Sourcing new acquisition opportunities from outbound calls / Lead generation / approaching IFA and closing deals.
- Support operational issues related to different assets
- Strengthen relationship with existing IFAs to generate business and identify opportunities to cross sell
- Maintain a list of new initiatives, discuss with the reporting head & prioritize.
- Identify opportunities in the market and be adept at the happening in the industry.
- Be a valued team player, provide support and pave way for overall growth.
- Research accounts identify key players and generate interest.
- Log all activities accurately within CRM , build strong pipeline of opportunities in CRM and provide update in weekly basis.
- Need to be an effective speaker and good communicator
- Provide financial product demos to existing and new IFAs
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