Relationship Manager Financial Services

Year    India, India

Job Description


This role is designed for individuals who are passionate about building and nurturing long-term relationships. Folks from AMC/Insurance background would be preferred. Need to have at least 100-200 active IFA/MFD/RIA/ND connects.Location : (Gujarat, Rajasthan Madhya Pradesh , Uttar Pradesh)Cities : Vadodara, Surat, Ahmedabad, Rajkot, Jaipur, Udaipur, Indore, LucknowResponsibilities: * Handling sales through partners (MFD/ IFA/ RIA/ ND/ Wealth management firms/ Financial product distributors/ associations/ Insurance agents)

  • Empanel at least 8 new partners per month for incremental volumes
  • Developing and leading business development strategies to achieve allocated targets
  • Increasing AUM share in the assigned partners
  • Filling in timely reports using CRM
  • Liaison and synergize with various internal departments and contribute to sales
  • Providing all the necessary information to help the company make decisions to increase volumes/implement best practices
  • Ensure constant information is shared with partners related to the company
  • To conduct trainings for partners and their customers
  • Travel to different geographies for business
  • Tying up with regional associations in various cities to garner more business
Must Have: * At least 100 active connects of MFD/ IFA/ RIA/ ND/ Wealth management firms/ Financial product distributors/ Insurance agents
  • Self motivated with strong inclination towards Sales and achieving targets
  • Inclination to travel to different geographies for business
  • Good understanding of Financial Markets

Antal International

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Job Detail

  • Job Id
    JD3633663
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    India, India
  • Education
    Not mentioned
  • Experience
    Year