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Sr. Relationship Manager
Sr. Relationship ManagerVitasta Consulting Pvt Ltd • Jaipur, Rajasthan, India
Sr. Relationship Manager

Sr. Relationship Manager

Vitasta Consulting Pvt Ltd • Jaipur, Rajasthan, India
30+ days ago
Job description

We are looking for Relationship Manager : Quantum AMC is looking for a resource in its sales division. The desired candidate should be having 6-8 year of experience in sales of financial products (Mutual Funds / Banks / broking / Insurance etc). He / She should have prior experience in managing Channel Sales / Distributor management. Should be having knowledge of Jaipur market (Geography Distribution Business). He / She should be able to meet distributors in person and talk about Quantums Philosophy and products. Ideal candidate should be confident good communicator comfortable with dealing with new multiple customers.

IT Skills MS Office

Roles and Responsibilities :

  • Build strong relationships with MF distributors in Jaipur .
  • Building relationship with the existing direct clients and leads for business generation
  • Acquiring new clients for the company through own references and leads provided by the company
  • Meeting Sales targets in terms of Inflows SIP etc.
  • Initiate and maintain personal contact with existing investors and allocated leads over the phone and meeting
  • Contacting minimum number of distributors / clients per day / week / month
  • Passing on Feedback on calling in a defined format on a daily / periodic basis
  • Monitor and act on daily sales activity management information and other internal information tools using them to effectively grow or maintain share of wallet of premiere Distribution clients.
  • Responsible for product placement new business development key negotiations and marketing campaign to promote schemes to the premiere segment IFAs Banks & NDs.
  • Delivering consistent and tailored service to the most valued premiere Distribution client.
  • Ensuring adequate mix across all products and meeting set sales targets.
  • Developing markets and enhancing market share.
  • Contributing to sustained growth in sales through initiatives targeted at long term development of Distribution relationships and deep markets.
  • Using relationships to mobilize funds under various schemes through Banks & NDs.
  • Educating the clients about the schemes presales and converting them to buy these schemes.
  • Sales paperwork data collation and reporting.
  • Co-ordinating with the respective departments to ensure a smooth redressal of the post sales requirements.

Skill Set & Personality Traits :

  • Excellent communication skills
  • Passion to talk and convert lead into a sale
  • Soft skills to handle all types of distributors / clients over phone
  • Willingness to learn
  • Goal oriented
  • Key Skills

    Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

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    Relationship Manager • Jaipur, Rajasthan, India

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