- Cell phone reimbursement
- Provident Fund
- Performance bonus
- Bachelor's (Preferred)
- B2B sales: 1 year (Preferred)
- Direct sales: 1 year (Preferred)
- Field sales: 1 year (Preferred)
- Retail sales: 1 year (Preferred)
- Bangalore City, Karnataka: Relocate before starting work (Required)
- 100% (Preferred)
Relationship Manager - Bengaluru, India - COEQUAL Services
Description
Roles and Responsibilities:
This job is target based and candidates should achieve their Weekly, Monthly, Quarterly & Yearly targets.
Sourcing of New business of Retail Liability products Mutual Funds, Fixed Deposits, Insurance & managing the Business portfolio assigned.
Provide and develop solutions and suggest schemes to clients basis their requirements and goal
Cross sell of Liability based products liked Fixed Deposit, Mutual Funds, Insurance (Life, General & Health) to the portfolio clients.
Conducting sales calling & timely and regular follow ups with the own leads and tag them on broadcasts and new articles
Increase client database for Mutual Funds, Insurance, PMS, AIF, Bonds & Fixed Deposits by meeting new clients and taking references from the existing ones and hence build Assets Under Management (AUM) and Assets Under Advisement (AUA) for the branch
Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
Achieve financial goals of the clients through various product line
Update and cross sell products to existing clients and update them about the primary and secondary market trends
Update self-regarding all schemes, products and solutions by regularly attending trainings
Share regular communications with client regarding information, research and material of the organization
Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads
Knowledge:
Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.
Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals
Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients
Knowledge of Banking and financial products such MF, Insurance, Fixed Deposits. Strong follow up ability & keenness.
Desired Candidate Profile:
Communication Skills: Should have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
Should be a confident individual and must conduct and present themselves well in front of client
Analytical Skills: Is able to analyze the requirement of the clients basis their financial goals and have strong logical and numerical ability
Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.
Should always identify opportunities for greater profit
Compliance: Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation
To have the best of the talent in our company
Role: Relationship Manager & SR. Relationship Manager (B2C & B2B)
Department: Sales & Business Development
Experience: Minimum 1 Years to 15 Years Maximum.
Language: English, Hindi, Kannada is must. Other language proficiency is also preferred.
Employment Type: Full Time, Permanent
Role Category: Retail, B2C & B2B Sales
Education: Any Graduates / PG can apply
Travel: Should be willing to travel anywhere
Salary: Min: 25,000/- to Max: 1,00,000/- (Depends on the experience in Sales & Marketing of Product selling & Banking & Financial)
Benefits:
Supplemental pay types:
Education:
Experience:
Ability to Relocate:
Willingness to travel:
Work Location: In person
*Speak with the employer*