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