Relationship Manager - IFA Avani Consulting

3.0 - 8.0 years

6 - 13 Lacs

kolkata, delhi / ncr

Work from Office

Job description: 1.Responsible for Sales from assigned distributors. 2. Responsible for advising the bank suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling. 3. Visibility through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brochure), mailers, group meetings. 4. Take steps for development of long term relationship/association with the key/potential clients in order to generate repetitive business. 5. Should be sensitive to the needs of clients in terms of Product Updates, Query resolution and ensure proper follow up ...

Posted 4 weeks ago

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Relationship Manager - Retail sales Skillventory

5.0 - 10.0 years

5 - 10 Lacs

ludhiana, jaipur

Work from Office

Role & responsibilities Responsible to drive the entire Business Development for Retail Channel - Wealth Counters / Private Banking Channel / IFA/ National Distributors for the Region. • To build, develop & enhance relationships the Retail Channel • Setting up and managing the network of All Channels in the Region, • Develop, implement strategy to achieve planned growth objectives for their channel. • Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite • Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. • A...

Posted 2 months ago

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Regional Head Sales - Mixed sales Skillventory

10.0 - 18.0 years

35 - 50 Lacs

Kolkata

Work from Office

Role & responsibilities Business Development: Drive PMS, AIF, and mutual fund sales across East through IFAs, wealth managers, private bankers, and direct clients. Deliver regional AUM growth and revenue targets across all product categories. Channel Expansion: Identify and activate new distributors across the IFA, and wealth advisory ecosystem. Deepen existing relationships through regular engagements, joint calls, and partner development programs. HNI/UHNI Client Coverage: Personally manage relationships with key HNI clients across the region. Offer product insights, portfolio guidance, and assist in investment decision-making. Strategic Planning: Build and execute a region-specific busine...

Posted 4 months ago

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