12 Consultative Engagement Jobs

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5.0 - 9.0 years

0 Lacs

karnataka

On-site

Role Overview: You will be responsible for ensuring effective and smooth relationships with assigned banks in the region to drive business growth. Your role will involve prospecting, selling, and managing Relationship Managers (RMs) and Sales people in Public sector banks who are also involved in mutual funds. You will play a key role in influencing decision-making at senior levels to gain mind share from the PSU banks. Additionally, you will be involved in developing business through consultative engagement with Branch managers, Senior RMs, Regional Heads, and other key stakeholders. Your responsibilities will include mapping opportunities for primary selling, relationship management, and c...

Posted 1 week ago

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3.0 - 7.0 years

0 Lacs

lucknow, uttar pradesh

On-site

You will be responsible for maintaining effective and smooth relationships with assigned banks in the region to drive business growth. Your main duties will include: - Prospecting, selling, and managing Relationship Managers/Salespeople in banks that deal with mutual funds. - Influencing decision-making at senior levels within the banks to gain mind share. Your role will involve developing business through consultative engagement with Branch Managers, Senior RMs, Regional Heads, etc. This will include: - Mapping opportunities for primary selling, relationship management, and cross-selling a range of mutual fund (investment) products.,

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3.0 - 7.0 years

0 Lacs

chandigarh

On-site

You will be responsible for maintaining an effective and smooth relationship with assigned banks in the region to drive business growth. Your role will involve prospecting, selling, and managing Relationship Managers/Salespeople in banks that are also involved in mutual funds. It will be crucial to influence decision-making at senior levels to gain mindshare from the banks. - Developing business through consultative engagement with Branch Managers, Senior RMs, Regional Heads, etc. - Mapping opportunities for primary selling, relationship management, and cross-selling a range of Mutual Fund investment products. No additional details about the company are present in the JD.,

Posted 1 month ago

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3.0 - 7.0 years

0 Lacs

jaipur, rajasthan

On-site

As a part of this role, you will be responsible for maintaining strong and productive relationships with the designated banks in your region to drive business growth effectively. Your duties will include prospecting, selling, and overseeing Relationship Managers (RMs) and Sales personnel within banks that are involved in mutual funds. Your influence will be key in shaping decision-making processes at senior levels within the banks to secure their mind share. Furthermore, you will be tasked with developing business opportunities through consultative interactions with Branch Managers, Senior RMs, Regional Heads, and other key stakeholders. Your role will involve identifying potential areas for...

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5.0 - 9.0 years

0 Lacs

karnataka

On-site

You will be responsible for establishing and maintaining strong relationships with corporate and high-net-worth individuals (HNI) in the assigned region to drive business growth. Your duties will include prospecting, selling, and managing corporate customers, including business leaders in large national and multinational organizations. You will play a key role in influencing decision-making at senior levels within prospective organizations. Your main focus will be on developing business through consultative engagement with Finance/Treasury heads and/or CEOs. This will involve identifying opportunities for primary selling, relationship management, and cross-selling a variety of investment pro...

Posted 2 months ago

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3.0 - 7.0 years

0 Lacs

karnataka

On-site

You will be responsible for prospecting, selling, and managing Relationship Managers/Salespeople while developing business through consultative engagement with Branch Managers/Senior RMs. Your key tasks will include mapping opportunities for primary selling, relationship management, and cross-selling a range of Mutual Fund (investment) Products. It will be crucial to ensure effective and smooth relationships with NDs and agents in the region to drive business growth. Your main focus will be on achieving Sales Targets and analyzing Sales patterns in the market. This will involve conducting market and industry analysis to identify opportunities for generating and increasing sales. Additionally...

Posted 2 months ago

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0.0 years

0 Lacs

Delhi, India

On-site

Job Description Ensure effective and smooth relationship with assigned banks in the region for growth in business. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Influence decision making at senior levels to get mind share from the banks. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products. Show more Show less

Posted 2 months ago

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5.0 - 9.0 years

0 Lacs

chennai, tamil nadu

On-site

You will be responsible for prospecting, selling, and managing Relationship Managers (RMs) and Sales people to develop business through consultative engagement with Branch Managers and Senior RMs. Your role will involve mapping opportunities for primary selling, relationship management, and cross-selling a range of Mutual Fund (investment) Products. It will be essential to ensure effective and smooth relationships with NDs and agents in the region to support the growth of the business. Your primary objective will be to achieve Sales Targets and analyze sales patterns in the market, including conducting market and industry analysis to identify opportunities for generating and increasing sales...

Posted 2 months ago

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0.0 years

0 Lacs

Chennai, Tamil Nadu, India

On-site

Job Description Responsible for prospecting, selling & managing RMs / Sales people Developing business through consultative engagement with Branch Managers / Senior RMs. Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products. Ensure effective and smooth relationship with NDs and agents in the region for growth in business. Responsible for achieving Sales Targets, Sales patterns in the market. Market & industry analysis. Generating & increasing sales. Developing agents & distribution network. Selection & motivation of agents/distributors. Relationship management. Show more Show less

Posted 2 months ago

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5.0 - 9.0 years

0 Lacs

chandigarh

On-site

You will be responsible for maintaining an effective and smooth relationship with assigned banks in the region to drive business growth. Your role will involve prospecting, selling, and managing Relationship Managers/Salespeople in banks that are also involved in mutual funds. It will be crucial to influence decision-making at senior levels to gain mindshare from the banks. Your duties will include developing business through consultative engagement with Branch Managers, Senior RMs, Regional Heads, etc. This will involve mapping opportunities for primary selling, relationship management, and cross-selling a range of Mutual Fund investment products.,

Posted 3 months ago

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3.0 - 7.0 years

0 Lacs

lucknow, uttar pradesh

On-site

You will be responsible for maintaining effective and smooth relationships with assigned banks in the region to drive business growth. Your main duties will include prospecting, selling, and managing Relationship Managers/Salespeople in banks that also deal with mutual funds. It will be essential to influence decision-making at senior levels within the banks to gain mind share. Your role will involve developing business through consultative engagement with Branch Managers, Senior RMs, Regional Heads, etc. This will include mapping opportunities for primary selling, relationship management, and cross-selling a range of mutual fund (investment) products.,

Posted 3 months ago

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8.0 - 13.0 years

25 - 40 Lacs

Hyderabad, Bengaluru

Hybrid

Experience: Between 8-15 years of Presales experience Key Responsibilities Pre-Sales Support Lead discovery sessions with prospective clients to identify business needs, challenges, and opportunities. Develop and deliver customized product demonstrations and presentations, with a focus on Dynamics 365 Finance & Operations (D365 F&O) modules. Design proof-of-concept solutions that address specific client requirements and use cases. Sales Enablement Assist the sales team in crafting responses to RFPs, RFIs, and other formal client requests. Consultative Engagement Collaborate with sales teams to develop persuasive proposals and articulate value propositions aligned with client objectives. Serv...

Posted 3 months ago

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