Relationship Manager

/ / Urgent Hirirng For Manager / Sr. Manager – Independent Financial / /

Location- Jaipur, Pune, Mumbai, Lucknow

Profile : Manager / Sr. Manager – Independent Financial

Experience- 2 years

Ctc- upto 7 Lpa (Depends on interview)

Working Days- 6 days

Reporting To : National Head

Key Responsibilities :

• Strategic Planning and Leadership :
• Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor (IFA) channel.
• Identify and capitalize on new business opportunities to expand the IFA network.
• Provide strategic insights and recommendations to senior management for scaling the business.
• Relationship Management :
• Build and nurture strong relationships with IFAs to ensure high engagement and retention.
• Address concerns and provide solutions to IFAs to ensure satisfaction and long-term collaboration.
• Conduct regular meetings, training, and workshops to keep IFAs updated about products and services.
• Sales and Business Development :
• B2B sales by onboarding and activating high-performing IFAs.
• Collaborate with the product and marketing teams to design value propositions tailored for the IFA segment.
• Analyze market trends, competition, and client feedback to identify gaps and opportunities.
• Compliance and Reporting :
• Ensure adherence to regulatory guidelines and organizational policies in all sales activities.
• Prepare and present periodic sales reports, forecasts, and performance analyses to the management.
• Collaborate with compliance teams to ensure IFAs follow all necessary regulations and processes.

Qualifications and Skills Required :

Key Competencies :