Relationship Manager/ Sales Manager
Published date: 2024/01/10
- Location: Jaipur, Rajasthan, India
Roles and Responsibilities
• Acquisition of potential new IFA for Mutual Fund
• Ensure 90% of IFA are Active every month
• Work on Inactive IFA to make them Active
• Advising IFA clients on various investment ideas based on the suitability to their risk
• profile, return expectation, asset allocation, liquidity needs etc.
• Responsible for delivering SIP / Lump sum targets
• Up selling of Third party financial products Life & Non-Life Insurance, Mutual Fund - SIP etc.
• Deliver outstanding customer service with enthusiasm and a winning smile.
Desired Candidate Profile
• Should have good communication and convincing skills
• Should be open to work in target-oriented environment
• Candidate should be AMFI Qualified /else has to provide time frame after joining within 2 months has to be cleared
• Target will be given as per yearly budget to the Region and that has to be achieved
Perks and Benefits
achievement will be rewarded with incentive as well and that will be clarified during interview
• Acquisition of potential new IFA for Mutual Fund
• Ensure 90% of IFA are Active every month
• Work on Inactive IFA to make them Active
• Advising IFA clients on various investment ideas based on the suitability to their risk
• profile, return expectation, asset allocation, liquidity needs etc.
• Responsible for delivering SIP / Lump sum targets
• Up selling of Third party financial products Life & Non-Life Insurance, Mutual Fund - SIP etc.
• Deliver outstanding customer service with enthusiasm and a winning smile.
Desired Candidate Profile
• Should have good communication and convincing skills
• Should be open to work in target-oriented environment
• Candidate should be AMFI Qualified /else has to provide time frame after joining within 2 months has to be cleared
• Target will be given as per yearly budget to the Region and that has to be achieved
Perks and Benefits
achievement will be rewarded with incentive as well and that will be clarified during interview
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