PPFAS - Relationship Manager - Sales - Retail Channel (3-6 yrs)
Responsibilities:
- To achieve a monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly/monthly calls
- Generation of fresh leads through reference to shore up the clientele
- Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance with focused selling
- Profiling customers and providing financial products to meet customer needs
- Ensuring the highest levels of service to Corporate clients/HNI and Retail customers
- Providing Investment planning and advice
- One-point contact for the assigned customer
- Acquisition & Servicing of Retail and HNI customers
Requirements:
- Critical Skills Required- Relationship Management
- Technical - Product Knowledge
- Presentation skills
- Interpersonal skills
- Effective Communication
- Result-oriented with proper adherence to compliance
- Strong communication and interpersonal skills
- Experience in relationship management, sales, or business development
- Plan and execute marketing and client acquisition campaigns.
- Knowledge of Mutual Fund and Investment Management industry with an understanding of financial products and markets.
- The ability to work effectively within a team of diverse individuals
- Strong organizational and problem-solving skills
Qualifications
- A Bachelor's degree and NISM certified.
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