Job Title
Relationship Manager
Job Location:
Job Description
The position focuses on the following areas:
- Recruitment and Team Building
- Sales Performance Management
- Client Relationship Management
- Compliance and Regulatory Adherence
- Training and Development
We believe this opportunity will resonate well with your students and alumni from finance-related programs.
Key Skills Required:
- Strong sales and negotiation skills
- Excellent communication and interpersonal abilities
- Leadership and team management skills
- Good understanding of financial products, especially mutual funds
- Awareness of market dynamics and investment strategies
- Commitment to compliance and regulatory standards
Key Responsibilities:
1. Recruitment and Team Building
- Identify and recruit financial advisors for building a high-performing sales team
- Ensure advisors understand product offerings, sales processes, and compliance standards
2. Sales Performance Management
- Set individual sales targets based on business objectives
- Track performance, offer coaching, and drive motivation among advisors
3. Partner Relationship Management
- Manage and grow relationships with existing Partners
- Recommend suitable investment solutions
- Handle Partner concerns promptly and professionally
4. Lead Generation and Business Development
- Identify new business opportunities via networking and referrals
- Conduct presentations to promote our products
- Explore partnerships to expand business reach
5. Compliance and Regulatory Adherence
- Ensure adherence to SEBI regulations and internal compliance norms
- Monitor advisor activities and mitigate compliance risks
6. Training and Development
- Conduct regular training on products, markets, and selling techniques
- Mentor advisors for continued growth and success
Salary
Upto 7LPA
