Talent Acquisition Manager at Tetrahed INC
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Relationship Manager - Sales - Mutual Funds (1-10 yrs)
Role
Relationship Executive / Relationship Manager
Education Background
Graduate/Post Graduate/MBA with 2 years of experience from BFSI
Work Experience
6 Months-4 Years of Sales experience in Mutual Funds, Preference to NISM Certified candidates
with experience in new
- Client acquisition
Critical Skills Required :
- Relationship Management
- Influencing Skills
Technical - Product Knowledge
- Presentation skills
- Interpersonal skills
- Effective Communication
- Result oriented with proper adherence to compliance
- Negotiation skills
- Competencies Required
Role Purpose
Role is to increase client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets. Responsible for acquiring new customers from open market and activate inactive clients
Internal Focus - Branch Relationship Team
External Focus - Investors
Key Accountabilities
- To achieve 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 for focused selling
- Achieving the business targets assigned in terms of up selling Mutual Fund
- Products, enhancing and upgrading the Client Net worth
- Profiling customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to Corporate clients/HNI and Retail customers
- Providing Investment planning and advice
- Achieving sales and revenue targets spread across product mix
- One point contact for the assigned customer
- Acquisition & Servicing of Retail and HNI customers
