Senior Relationship Development Executive
4 days ago
Role Overview
We are seeking a highly skilled and motivated Prov HR Solutions Private Limited Relationship Manager to join our team. As a Relationship Manager, you will be responsible for maximizing sales by planning and implementing organization strategies to achieve targets through a set of assigned Retail Individual Financial Agents. You will also be responsible for advising distributors on suitable products, analyzing asset allocation, and customizing approaches for focused selling.
Key Responsibilities
- Responsible for sales for a set of IFA's mapped to you.
- Responsible for advising distributors on suitable products as per the requirement of their investor.
- Visibility with distributors through telephone calls, one-to-one meetings, regular dissemination of marketing material, mailers, and group meetings.
- Should be completely updated on various products and market situation and scenario.
- Responsible for distributor servicing for assigned distributors.
- Should be sensitive to their needs in terms of product updates, query resolution, and ensure proper follow-up.
- Take steps for development of long term relationship/association with key/potential distributors to generate repetitive business.
- Should be able to close sales calls by working closely with more experienced sales representatives in case of need required.
- Responsible for maintaining data of all distributors assigned, find out strategies to counter competition in the market.
- Create awareness and build brand by organizing events, conferences, and product sessions for distributors.
- Ensure distributors are trained on all products and operational procedures and informed on regulatory changes on a regular basis.
- Soft skills training in terms of communication, motivation, etc. for distributors, specially for smaller/one man location.
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