Relationship Executive
3 days ago
Role:
Relationship Executive - IFA Channel
Job Location:
Trinity Towers, AJC Bose Road, Kolkata –
Role Brief:
We are seeking a motivated and results-driven
Relationship Executive
to join our sales team. In this role, you will be responsible for
onboarding, managing, and supporting Independent Financial Advisors (IFAs) as well as existing clients
. You will play a key role in driving initial trading activity, increasing platform usage, and promoting suitable financial products. The role requires strong communication skills, a consultative sales approach, and the ability to foster long-term relationships while achieving revenue targets through client engagement and cross-selling. This position offers an excellent opportunity for professionals looking to grow in the financial services sector through
hands-on sales and channel development experience
.
Role Responsibilities:
- Conduct outbound calls to newly registered and existing Dhanush
clients to encourage initial trading activity. - Support IFAs with client onboarding, platform usage, and query resolution to ensure smooth adoption of Dhanush.
- Clearly explain the benefits, features, and usage of Dhanush's trading and investment platform to both clients and IFAs.
- Guide clients through their first trade execution and provide assistance with platform navigation.
- Build strong rapport with inactive or underutilised accounts to nurture relationships and increase platform usage.
- Assist IFAs in identifying client needs and provide them with product support to enable effective cross-selling of financial offerings.
- Maintain detailed and accurate logs of all client and IFA interactions, follow-ups, and account activity in CRM tools.
- Coordinate with internal teams (product, compliance, operations) to ensure smooth service delivery and timely resolution of both client and IFA concerns.
- Consistently meet or exceed targets related to revenue generation and IFA channel growth.
-
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