Responsible for Mutual fund / Equities / Commodities and other financial products sales & distribution through various channels.
Should have own formidable network of wealthy customers and access to an efficient resource pool.
Prepare a blueprint to promote and sell products/services.
Achieve agreed upon sales targets and outcomes within the stipulated time period.
Managing teams, setting targets, doing reviews and delegating different tasks to each relationship manager.
Designing incentive programmes for maximizing business.
Ensure each relationship manager achieve targets; does joint calls, presentations, and follow-up.
Coordinate sales effort with Sales team members and other departments.
Establish, develop and maintain positive business and customer relationships.
Handling key relations, servicing them, updating them on market outlook, product positioning and advising them on investment.
Doing various training programs, presentation to distributors, investors & other
Working in tandem with the existing distributors/Business Associates/Franchisees, doing various promotional activities to expand investor base.
Managing sales and investment advisory to Retail, HNIs and few corporate clients.
Expedite the resolution of customer problems and complaints to maximize satisfaction.
In-depth understanding of various financial products and investment avenues.
Should be up-to-date on Financial Markets.
Salary : Negotiable.
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