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07/06 Arima
HR at Pplanet HR Services

Views:145 Applications:105 Rec. Actions:Recruiter Actions:100

Relationship Manager - B2B Sales - BFSI (3-9 yrs)

Bangalore/Chennai/Cochin/Kochi/Coimbatore/Hyderabad Job Code: 161799

- Ensure 90% of Sub-broker's (SB & IFA) are Active every month

- Work on Inactive SBs to make them Active

- Advising Sub-broker's clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc.

- Acquisition of potential new Sub-broker for Mutual Fund (SB & IFA)

- Responsible for delivering SIP/Lump sum targets

- Conduct SB engagement programs every month

- Manage 90 % of SIP Registered to Triggered ratio

- Up selling of Third party financial products - Life & Non-Life Insurance, Mutual Fund - SIP etc.

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