Relationship Executive - IFA Channel (Financial Services)

Role : Relationship Executive - Financial Services

Job Location : Trinity Towers, AJC Bose Road, Kolkata – 700 020

Experience : 2 - 4 years

Role Brief :

We are seeking a motivated and results-driven Relationship Executive to join our sales team. In this role, you will be responsible for onboarding, managing, and driving sales from our Independent Financial Advisors (IFAs) as well as existing clients . You will play a key role in driving initial trading activity, increasing platform usage, and promoting suitable financial products. The role requires strong communication skills, a consultative sales approach, and the ability to foster long-term relationships while achieving revenue targets through client engagement and cross-selling. This position offers an excellent opportunity for professionals looking to grow in the financial services sector through hands-on sales and channel development experience .

Role Responsibilities :

• Conduct outbound calls to newly registered and existing Dhanush clients to encourage initial trading activity and platform usage.
• Support IFAs with client onboarding, platform usage, and query resolution to ensure smooth operations.
• Clearly explain the benefits, features, and usage of Ashika Group&aposs services to both clients and IFAs.
• Build strong rapport with inactive or underutilised accounts to nurture relationships and increase platform usage.
• Assist IFAs in identifying client needs and provide them with product support to enable effective cross-selling of our financial offerings.
• Maintain detailed and accurate logs of all client and IFA interactions, follow-ups, and account activity in CRM tools.
• Coordinate with internal teams (product, compliance, operations) to ensure smooth service delivery and timely resolution of both client and IFA concerns.
• Consistently meet or exceed targets related to revenue generation and IFA channel growth.

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Skills Required

CRM Tools, Client Engagement, Sales