Investment Relationship Manager

Total years of Experience 1 to 2 years Relationship Manager Sales Key Responsibilities Generate new business leads through various channels Meet and convert leads provided by the company into active clients Acquire new Authorised Persons Sub-brokers Business Associates and Channel Partners Provide business establishment and operational support to existing...

Total years of Experience 1 to 2 years Key Responsibilities Generate potential client leads through cold calling referrals and professional networking Explain and promote mutual fund products and other investment services to prospective clients Assess client investment goals risk appetite and financial needs to recommend suitable mutual fund schemes Maintain...

Total years of Experience 1 to 2 years Key Responsibilities Generate new business opportunities and proactively follow up with potential clients Engage with company-provided leads to convert them into active business partners Support existing Authorised Persons in business development and operational establishment Achieve revenue targets through effective...

Total years of Experience 1 to 2 years Key Responsibilities Identify and acquire new retail clients for Demat and trading accounts Promote investment products such as equities mutual funds SIPs IPOs and insurance Meet leads provided by the company and generate additional leads through networking and references Explain product benefits and assist clients...

Total years of Experience 1 to 2 years Key Responsibilities Generate leads through cold calling referrals and networking Meet and convert potential clients into active traders and investors Promote and explain Demat accounts trading accounts mutual funds and investment products Assist clients in account opening documentation and platform onboarding Build and...

Total years of Experience 1 to 2 years Key Responsibilities Generate new business leads through digital platforms referrals and field outreach activities Engage with company-provided leads to convert them into active trading clients and long-term investors Identify develop and onboard new business partners and associates to expand the company s market...

Total years of Experience: 1 to 2 yearsKey ResponsibilitiesGenerate new business opportunities and proactively follow up with potential clients.Engage with company-provided leads to convert them into active business partners.Support existing Authorised Persons in business development and operational establishment.Achieve revenue targets through effective...

Company DescriptionHero Insurance Broking is one of India's leading insurance broking houses, providing a range of retail, commercial, and corporate insurance products. Part of the Hero Enterprise Group of Companies, the company has a strong legacy of offering life, health, livestock & poultry, motor, property, and corporate insurance with tailored solutions...

Develop and execute robust sales strategies aligned with organizational objectives and revenue targets Lead mentor and motivate the sales team to drive high performance productivity and continuous development Identify qualify and pursue new business opportunities to support market expansion and strengthen the existing client base Build nurture and maintain...

Total years of Experience 1 to 2 years Key Responsibilities Develop and implement strategic plans to achieve sales targets increase revenue and expand the company s client base Drive the promotion and sales of financial products including Equities Mutual Funds SIPs IPOs Bonds PMS and Insurance to retail and institutional clients Lead motivate and mentor the...