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13/08 Jaydip Patel
HR Recruiter at Tekpillar Services Pvt Ltd

Views:5 Applications:2 Rec. Actions:Recruiter Actions:0

Investment Relationship Manager - Sales - Banca Channel (2-5 yrs)

Ahmedabad/Surat/Gujarat Job Code: 339732

This role focuses on managing and enhancing relationships with banking partners, driving investment product sales, and delivering exceptional client service.

Responsibilities :

- Develop and maintain strong relationships with banking partners to promote and sell investment products.

- Provide training and support to bank staff to ensure effective product knowledge and sales techniques.

- Drive the achievement of sales targets through strategic planning and execution.

- Address client queries and provide personalized investment advice to meet their financial goals.

- Analyze market trends and product performance to identify opportunities for growth.

- Ensure compliance with regulatory requirements and company policies.

Requirements :

- Candidate must be Bachelor.

- Minimum 2 years of experience in investment sales or relationship management, with a strong understanding of the bancassurance model.

- Proven track record of meeting or exceeding sales targets.

- Excellent communication, negotiation, and interpersonal skills.

- Ability to analyze investment options and provide tailored recommendations.

Benefits :

- Opportunity to work with India's top company and a leader in investment solutions.

- Competitive salary and performance-based incentives.

- Comprehensive benefits and career development opportunities.

- Dynamic and supportive work environment.

Apply : +91 97267 21114

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