Relationship Manager - Banking

3 - 5 years

2 - 7 Lacs

Posted:1 day ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

  • Build and maintain strong relationships with IFAs
  • Educate and guide IFAs about our products and services
  • Help IFAs grow their business by providing timely support and solutions
  • Monitor IFA sales performance and help them meet targets
  • Address queries and resolve issues faced by IFAs promptly
  • Share market updates and product knowledge regularly with IFAs
  • Coordinate with internal teams to ensure smooth operations

Requirements:

  • Experience in financial services, especially with IFAs or wealth management
  • Good understanding of financial products like mutual funds, insurance, or investments
  • Excellent communication and interpersonal skills
  • Ability to work independently and meet targets
  • Bachelor's degree in finance, business, or related field preferred

Soft Skills:

  • Proactive and customer-oriented
  • Strong presentation and training skills
  • Problem-solving mindset
  • Good relationship-building ability

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