Assess client needs effectively and providing investment advice to customers.
Manage your client base through excellent follow up on leads for existing and new clients.
Building and maintaining long term relationship with a customers and HNI clients. Interaction with Customers for sales closure and final negotiation.
Play a key role during various stages of customer engagement till delivery and provide support for query resolution.
Ensure the pre-set sales targets are achieved.
Ensure regular product & price updates to channel partners.
Coordinate with various departments (Customer Care, Sales Peer Teams etc.) to ensure exceptional customer service.
Generate leads through marketing activities and other promotional activities.
Network effectively with peer teams and industry contacts to stay updated on key trends, developments, market dynamics and potential business opportunities. Liaison with various departments to get deeper product knowledge.
Maintain accurate records for designated project and share regular updates with the higher authority.
Other responsibilites assigned by your reporting manager.
Channel Sales
Achieve objectives through effective planning, setting sales goals, analysing data on past performance, and projecting future performance.
Maximizes sales revenue and projects profitability across all the projects and minimizes business risks.
Conceptualize and implement new schemes promotional offers in order to increase the sales velocity.
Guides in preparation of sales pitches through Channel partner to close maximum transactions.
Enrol, train and motivate new channel partners and also promote the existing ones.
Design metrics to set monthly sales target for the team members, direct in execution and oversee performance of team.
Maintain cordial relations with all channel partners and manage their expectations.
Review and ensure proper execution documentation of application, agreements and allotment etc.
Other responsibilites assigned by your reporting manager.
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