Director at Insta Talent RecruitLLP
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Relationship Manager - Sales - BFSI (6-12 yrs)
Purpose of Role :
Responsible for managing assigned no. of bank branch/POS and drive targets for broking accounts and revenue with the help of channel partner
Key Activities :
Critical Routine :
- To Achieve pre budgeted monthly Sales of Minimum, 75 Demat A/C25 Margin of 25k accounts, 2px of upfront revenue for the first year& 3x for subsequent year
- To have minimum daily 3 client meetings 1 branch visit and assigned branches
- To ensure Minimum 12 first Trade for the month.
- To reach out to allotted branches/POS as per the route plan
- To ensure rollout of all the promotional and contest programs effectively
- Responsible for Activating and upscaling the POS/Br.
- Co-ordinate and conduct the monthly 4 training of Partners/bank employees
- Follow and submit the daily weekly and monthly MIS
- Supporting the channel partner on joint calls as per requirement
- To have absolute product and sales process knowledge proficiency
Knowledge Skills and Experience :
- Educational Qualifications Graduate/Post Graduate/MBA (Preferred)
- Additional Certifications/Trainings
- (desirable) NISM 5 7 8
- Prior Experience
- Last 3yrs from same location,
- >2Yrs. Experience in Sales, channel, for BFSI Products/services - Preferred broking
- Domain Knowledge
- Knowledge of broking, Capital Markets, Banking
- IT Skills Knowledge of MS Office, Internet etc.
- Additional requirement Should own a vehicle (2-wheeler/4 wheeler)
Competencies :
- Behavioural
- Technical
- Relationship Management Knowledge of financial products
- Fluency in communication Excellent presentation skills
- Planning and Organizing Customer orientation
- Sales and channel management
- Skills Process orientation
