Role Description/ Scope of the Job/ Goal of the Job:

- CRL is the brand Ambassador of the company. It's very important that CRL understand basic tricks of job. Thorough on the market. Very Strong in Channel Management.

- Influencing the Channel & achieving the revenue Targets.

- Driving business in the designated territory through sales of various investment products using the allocated bank channels

- To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships

- Continuous training of Channel on products & processes to get maximum output.

Specific Role Responsibilities / Core Duties:

1. New Client acquisition

2. Achieve revenue targets

3. Activate bank channels in designated territory

4. Relationship Management with all the bank team members

5. Aligning activities in line with bank activities to maximize business numbers

6. Keep abreast of the Products, market news, financial trends and current affairs

7. Training to Channel Partners

8. Joint client meetings with channel Partner

9. Lead generation activity with Bank Resource

10. Business MIS & Reporting

11. Upgrading Skills & knowledge

Education Qualifications : Graduate / Post Graduate/MBA - Marketing & Finance

Education / Certification needed if any : NISM, AMFI

Language - Reading/Writing/Speaking : English, Hindi, Regional Language

Academic Demands: Math, Good in Numbers & Calculations

Academic Demands: Good in Analytical skills

Knowledge : Market, Economy, All product offerings, Financial terminology

Skills : Communication, Public Relations, Relationship Management, Orientation, Leadership, Good sales acumen, Negotiation, Closing, Interpersonal skill, Presentation, Persuasion, Patience, Oratory. Listening

Abilities : Well read person, commanding Language, Influencing the Channel Partners, Passionate for subject

Personality traits : Smiling Personality, Well dressed, Mixing nature & conducive environment, Trustworthy, Integrity, Ethical Honesty, Integrity, Organized, Disciplined

Competencies Required: (Behavioral & Technical / Functional)

- Functional : Wealth Management, Business Development Skills, Business Acumen, Market Penetration

- Technical : Analytical Skills, Time Management, Numeracy Skills

- Behavioral : Strong Communication Skill, People Management, Adaptability & Persistence, Strong Customer Focus, Problem Solving, Motivating Others, Conflict Management

Industry Experience:

- Specific Sector Experience required (please mention details) : Channel Management Experience, Sales Experience, Finance Industry Experience, Capital Market Expertise, Experience of local area.

Work experience (in years) : 5 to 8 Years

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