
Relationship Growth Expert
1 day ago
We are currently seeking a seasoned Relationship Growth Expert to join our team in India.
About the Role- The successful candidate will be responsible for fostering and enhancing relationships with Independent Financial Advisors, driving business growth, and delivering exceptional service to clients.
This is an exciting opportunity for a skilled professional to make a meaningful impact on our organization's success.
Key Responsibilities- Foster strong relationships with Independent Financial Advisors to drive business growth and expand the client base.
- Identify and onboard new IFAs to enhance our network of partners.
- Provide expert training and support to IFAs on product offerings and market trends.
- Cultivate regular meetings with IFAs to understand their needs and deliver tailored solutions.
- Collaborate with internal teams to ensure seamless service delivery to IFAs and their clients.
- Bachelor's degree in Finance, Business Administration, or a related field; a Master's degree is highly preferred.
- 3-5 years of experience in relationship management, preferably in the financial services sector.
- Deep understanding of financial products and services, particularly mutual funds, insurance, and investment strategies.
- Excellent communication and interpersonal skills to build rapport with IFAs and clients.
- Proficient in using CRM software and Microsoft Office Suite for reporting and analysis.
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