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Job Description

Role- Relationship Manager Responsibilities: Manage, nurture and grow business from financial distributors across financial products. Achieve sales targets from financial distributors/partners assigned. Achieve targets across wealth management (mutual funds, FD's, bonds) and insurance. Work aggressively towards getting a partner's existing AUM merged. Grow market share from the assigned partners. Conduct training, motivate and help partners in growing their business. Define & follow the sales process towards calling, meetings and partner conferences. Good communication & interpersonal skills is a must. Understanding of financial products is necessary for the candidate. Suitable candidate profile: Minimum 3 years experience in any AMC, National Distributor handling IFA/Agent channel Languages: English (Written & verbal), Hindi (Verbal) MANDATORY- HINDI SPEAKING Show more Show less

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Proficient Insight Consulting
Proficient Insight Consulting

Management Consulting

San Francisco

50-100 Employees

4 Jobs

    Key People

  • Jane Doe

    Founder & CEO
  • John Smith

    Senior Consultant

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