Relationship Manager - Sales - Mutual Funds (1-10 Yrs) Anywhere In India/Multiple Locations (BFSI Sales)

RoleRelationship Executive / Relationship ManagerEducation BackgroundGraduate/Post Graduate/MBA with 2 years of experience from BFSIWork Experience6 Months-4 Years of Sales experience in Mutual Funds, Preference to NISM Certified candidates with experience in new- Client acquisitionCritical Skills Required :- Relationship Management- Influencing SkillsTechnical - Product Knowledge- Presentation skills- Interpersonal skills - Effective Communication - Result oriented with proper adherence to compliance- Negotiation skills- Competencies RequiredRole PurposeRole is to increase client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets. Responsible for acquiring new customers from open market and activate inactive clientsInternal Focus - Branch Relationship TeamExternal Focus - InvestorsKey Accountabilities- To achieve monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls - Generation of fresh leads through reference to shore up the clientele - Responsible for advising Investors, to be able to analyze the asset allocation of- Investors to customize the approach in accordance for focused selling - Achieving the business targets assigned in terms of up selling Mutual Fund- Products, enhancing and upgrading the Client Net worth - Profiling customers and provide financial products to meet customer needs - Ensuring the highest levels of service to Corporate clients/HNI and Retail customers - Providing Investment planning and advice - Achieving sales and revenue targets spread across product mix - One point contact for the assigned customer - Acquisition & Servicing of Retail and HNI customers (ref:updazz.com)

Payroll Type : Permanent