Relationship Manager

Waays Live Solution

Job description

POSITION Sr. Manager / Chief Manager

DESIGNATION Sr. Manager / Chief Manager

POSITION GRADE L4/L5

DEPARTMENT Alternate

SUB DEPARTMENT Wealth Channel

REPORTING POSITION Deputy Vice President

OBJECTIVE OF THE ROLE

 Primarily responsible for sourcing & on-boarding MF Advisors, Life Advisors, Wealth Advisors

 Developing & Sustaining relationships with MF Advisors, Life Advisors, Wealth Advisors  Channel Sales & Partner Management

 Focus on improving Mind share & Wallet share (sales & business development)  Strong business & industry/market intelligence (competitive offerings, regulatory changes, investment products)

 Plan & conduct special sales initiatives, activities & events with MF Advisors, Life Advisors, Wealth Advisors for their existing & prospective clients Facilitate & guide the Business Associate in Operational & Back-Office issues

 Track investor complaints/queries & turnaround time for distributors

KEY RESPONSIBILITIES

 Sourcing & On-boarding MF Advisors, Life Advisors, Wealth Advisors

 SIP Book

 Market Share

 CRM (Adherence to basic hygiene, sales/call report) Effective Communication & Networking

 Product Knowledge Time Management Market Awareness

 Adherence to Compliance Policies & Process

REQUIRED QUALIFICATION AND SKILLS

Educational Qualifications: Graduate or Post Graduate

Work Experience: 2-5 years of relevant experience in MF Sales, Life Insurance Sales

Other Skill Set

 Recruitment Skill

 Strong Interpersonal & Relationship Management Skills KEY RESPONSIBILITIES Weightage

 Sourcing & On-boarding IFAs  SIP Book, Market Share, Market Awareness

 CRM (Adherence to basic hygiene, sales/call report)

 Effective Communication & Networking

 Product Knowledge  Time Management

 Adherence to Compliance Policies & Process

 In-depth knowledge of Capital Markets

 Product Selling & Presentation Skills

 Time Management & Multitasking

 Drive for result – good conversion

• Experience

  2 - 5 Years

• No. of Openings

  5

• Education

  Any Bachelor Degree

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office