Relationship Development Specialist

1 week ago

Chennai Hyderabad Secunderabad Telangana Pune, India beBeeFinancial Full time US$ 60,000 - US$ 1,20,000
As a Relationship Development Specialist, you will play a crucial role in building and maintaining strong relationships with Independent Financial Advisors (IFAs). Your primary goal will be to ensure their needs and expectations are met, acting as the point of contact and collaborating with them to understand their business goals, investment strategies, and client profiles.
  • Key Responsibilities:
  • Identify new business opportunities with IFAs to expand our product and service offerings
  • Promote our financial products, investment solutions, and value propositions to IFAs, demonstrating their benefits to their clients
  • Provide personalized support to IFAs, addressing their inquiries, offering product information, and assisting with financial planning solutions
  • Conduct training sessions, seminars, and presentations to educate IFAs on our products and services
  • Collaborate with IFAs to set performance targets and sales goals, monitoring and analyzing sales data and performance metrics, and providing guidance and recommendations to help them achieve their targets
What We Offer:
  • A dynamic and supportive work environment that fosters collaboration and growth
  • The opportunity to work closely with experienced professionals who share your passion for delivering exceptional results
  • Continuous learning and development opportunities to enhance your skills and knowledge
  • Competitive compensation and benefits package
Requirements:
  • Strong relationship-building skills and ability to communicate effectively with diverse stakeholders
  • Excellent problem-solving and analytical skills
  • Ability to work collaboratively as part of a team and adapt to changing priorities
  • Proficiency in Microsoft Office and ability to learn new software systems quickly

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