- Graduation completed
- Sales Experience in Mutual Funds or General Insurance
- Immediate joiners or joining within 30 days only
- Good Communication skill
Relationship Manager-Insurance or Mutual Funds - Bengaluru, India - MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED
Description
Mandatory Requirements
Job Description:
Responsible for profitability of channel of his region across all the products offered (Mutual Funds, Insurance, Fixed Income and Gold SIPs)
Achieve the FY targets Through Channel + Direct Sales.
Ensure Online Sales / Migrate clients to Online platforms
Responsible for sales of third party products to direct clients and through channel sales as per business plan.
Monitor competition, identify industry benchmarks and integrate into Distribution business on an ongoing basis.
Certification & Training of Sub-Brokers.
Ensuring delivery as per agreed service levels
Driving business results as per the Business plan
Market intelligence
Event Management Seminars / Webinar / Workshops
Coordinating relationships with key Sub-Brokers & End Clients
Experience : 1+ years of experience in sales. Prior experience in sales (Mutual
Funds) and regional exposure is essential