Relationship Executive - IFA Channel (Financial Services)

Role:

Job Location:

Experience:

Role Brief:

Relationship Executive

Role Responsibilities:

• Conduct outbound calls to newly registered and existing Dhanush
  clients to encourage initial trading activity and platform usage.
• Support IFAs with client onboarding, platform usage, and query resolution to ensure smooth operations.
• Clearly explain the benefits, features, and usage of Ashika Group&aposs services to both clients and IFAs.
• Build strong rapport with inactive or underutilised accounts to nurture relationships and increase platform usage.
• Assist IFAs in identifying client needs and provide them with product support to enable effective cross-selling of our financial offerings.
• Maintain detailed and accurate logs of all client and IFA interactions, follow-ups, and account activity in CRM tools.
• Coordinate with internal teams (product, compliance, operations) to ensure smooth service delivery and timely resolution of both client and IFA concerns.
• Consistently meet or exceed targets related to revenue generation and IFA channel growth.