consultant at Careerist Management Consultant
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Relationship Manager - Sales - Client Engagement Channel - BFS (3-8 yrs)
Key Responsibilities :
- Achievement of Gross Sales, Net Sales and SIP targets assigned in allotted geographic territory across Mutual Funds, PMS and AIF.
- Activate clients and increase productivity in terms of no. of applications and volume. Enhance and upgrade the Client Net worth relationships.
- Identify prospective clients and build relationship for selling the products of the AMC.
- Engage with the mapped relationships as per coverage plan, to build strong relationship and recall for the brand.
- Acquisition & Servicing of HNI/UHNI customers
- Adhere to the defined sales process and reporting requirements.
- Use internal and external data for sharper focus and market intelligence.
- Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product.
- Liaise with sales-support, investor services and other internal departments, and to ensure timely and quality response to distributors for various requirements.
- Responsibilities would also include the day-to-day management of internal office work/back office (if applicable) and timely MIS.
- Ensures that external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements.
- Represents the company in the allotted area and will strive to ensure that the company's image is always upheld and projected in the appropriate manner.
- Any other Job as assigned by the management from time to time
Behavioral Competencies :
- Effective Interpersonal skills
- Strong Communication skills
- Adaptability
- Effective Relationship building
Role Specific Competencies :
- Effective networking skill
- Self-Starter and Ability to work on multiple tasks simultaneously
- Quick learning Ability
- Always updated with latest information on products
- Strong memory to recall product information
- Ability to gauge the client's interest and orientation, and to pitch for suitable products
- Keen interest in markets
- Ability to come up with insightful information during the client discussion
Minimum Qualification: Graduate/Postgraduate in Finance
Work Experience : 3 - 8 years relevant experience in managing HNIs, Ultra-HNIs customers segments.
