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21/02 Archana
Consultant at Upgrad

Views:163 Applications:54 Rec. Actions:Recruiter Actions:6

Relationship Manager - Channel Sales - IFA Acquisition & Handling - Mutual Funds (2-8 yrs)

Bangalore/Chennai/Coimbatore/Cochin/Kochi/Hyderabad Job Code: 1378000

Designation - RM (functional)

Company - A vertical of Leading stock broking company.

channel sales/ B2B profile.

- Responsible for scoping of area of sales and operations and implementing strategies to increase productivity and performance with regard to financial products

- Connect with IFAs (Independent Financial Advisors) to revenue out of different financial products. These IFAs are already customers for Mutual Fund Asset class

- Sourcing new acquisition opportunities from outbound calls / Lead generation / approaching IFA and closing deals.

- Support operational issues related to different assets

- Strengthen relationship with existing IFAs to generate business and identify opportunities to cross sell

- Maintain a list of new initiatives, discuss with the reporting head & prioritize.

- Identify opportunities in the market and be adept at the happening in the industry.

- Be a valued team player, provide support and pave way for overall growth.

- Research accounts identify key players and generate interest.

- Log all activities accurately within CRM , build strong pipeline of opportunities in CRM and provide update in weekly basis.

- Need to be an effective speaker and good communicator

- Provide financial product demos to existing and new IFAs

Women-friendly workplace:

Maternity and Paternity Benefits

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