Responsibilities: Collaborate with cross-functional teams on product development and marketing strategies Manage client relationships through regular communication and reporting Health insurance Life insurance Sales incentives Annual bonus Performance bonus Referral bonus Gratuity Provident fund Job/soft skill training
Job Description Purpose of the Job: The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors and more focus is upon Institutional Sales. Key responsibilities: Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business. Responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors. Distribution relationship nurturing and management by continuous engagement and training and other values adds. Developing business through consultative engagement with Cluster Managers / Regional Manager & Regional Heads. Responsible for achieving Sales Targets Experience of Metro Market essential Market & industry analysis Behavioral Competencies: Sound relationship management skills. Good communicational abilities & negotiation skills. Self driven Role Specific Competencies: Should have excellent communication and presentation skills (verbal & written) Should have handled a team Formal Qualifications / Prior Work Exp: MBA or C.A with minimum 7-12 years of experience. Should have experience in institutional/ private banking / wealth management space Metro market handling experience a must Industry Type: Financial Services (Asset Management) Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: B2C and B2B Education UG: Any Graduate PG: Any Postgraduate, MBA/PGDM in Any Specialization
Job Description Purpose of the Job: The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors and more focus is upon Institutional Sales. Key responsibilities: Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business. Responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors. Distribution relationship nurturing and management by continuous engagement and training and other values adds. Developing business through consultative engagement with Cluster Managers / Regional Manager & Regional Heads. Responsible for achieving Sales Targets Experience of Metro Market essential Market & industry analysis Behavioral Competencies: Sound relationship management skills. Good communicational abilities & negotiation skills. Self driven Role Specific Competencies: Should have excellent communication and presentation skills (verbal & written) Should have handled a team Formal Qualifications / Prior Work Exp: MBA or C.A with minimum 7-12 years of experience. Should have experience in institutional/ private banking / wealth management space Metro market handling experience a must Industry Type: Financial Services (Asset Management) Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: B2C and B2B Education UG: Any Graduate PG: Any Postgraduate, MBA/PGDM in Any Specialization
Role & responsibilities Job Description Direct Marketing Channel Designation: Sr. Relationship Manager/Executive Relationship Manager Compensation/CTC Package: 2.2L to 5.5 L CTC per annum (Depends on interview & Experience) + Heavy Incentives based on sales performance + Opportunity to Travel to exciting locations Nationally and Internationally + Fast Track promotions 3 promotion cycle in a year. Roles & Responsibilities: Fix customer appointments and visit potential customers for new business. Make the customer understand about the various benefits available in the plan & check whether it meets with the customers requirements. Self-sourcing of customer leads from own natural market to sell Life Insurance products. Customer Leads when provided are to be called and fix appointments for sales visit and convert the lead to sales. Cross-sell/Up-sell products. Assuring that the business targets are met as per goal sheet given. Criteria Required: Age Limit 24 to 39 years. Education Qualification: Graduate Any stream. Experience of at least 6 months of Life Insurance sales or BFSI sales. Local resident for some time Should have natural market in that location. 2-Wheeler/4-Wheeler must. Android based smart phone. What is in it for you: Grooming and Development as a sales leader in Life Insurance industry. Developing competencies by dealing with High Profile Customers. Creating Value proposition for customers by selling them Life Insurance. High Earning potential through Incentives Defined Career Growth path. Fast track promotion on completion of yearly target in less than six months Regular Skill enhancement programs. Opportunity to Travel to exciting locations both National and International. Contact HR Drashti Gabani 8976275210
Role & responsibilities Ensure effective and smooth relationship with assigned banks in the region for growth in business. Responsible for prospecting, selling & managing sales through RMs / Sales person in banks in the region, who are responsible for 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. Preferred candidate profile : Market knowledge / extensively networked. Should have an eye for detail. Should be having a pleasing & smart personality. Strong Communication skills.
JOB DESCRIPTION Position title : Area Manager / Regional Manager AIF Sales Location : Chennai - Coverage - Tamil Nadu and Kerala Department : AIF Grade: IL-3 (Chief Manager /AVP) Organizational relationships Reports to: Zonal Head - AIF / Sales Head Purpose of the Job: Building a strong relationship across distribution set up i.e. Banks / ND's & IFAs across Chennai. The position is responsible for prospecting and selling AIF & PMS products to Family offices/ Ultra High-Net-worth Individuals through direct sales efforts. Work with existing MF distribution teams to help them cross sell AIF through the Zone across channel partners. Key responsibilities: Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business. Responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors. Distribution relationship nurturing and management by continuous engagement and training and other values adds. Developing business through consultative engagement with Cluster Managers / Regional Manager & Regional Heads. Responsible for achieving Sales Targets. Experience of Metro Market essential. Market & industry analysis. Behavioral Competencies: Sound relationship management skills. Good communicational abilities & negotiation skills. Self-driven. Role Specific Competencies: Excellent communication and presentation skills (verbal & written). Team Handling. Looking for a candidate who has aspiration to grow along with the organization. Formal Qualifications / Prior Work Exp: MBA or C.A with minimum 10-15 years of experience. Experienced in institutional/ private banking / wealth management space. Metro market handling experiences a must.
JOB DESCRIPTION Position title : Area Manager / Regional Manager - AIF Sales Location : Pune & ROMG Department : AIF Grade: IL-3 (Chief Manager /AVP) Organizational relationships Reports to : Zonal Head - AIF / Sales Head Purpose of the Job: Building strong relationship across distribution set up i.e. Banks / NDs & IFAs across Pune & ROMG. The position is responsible for prospecting and selling AIF & PMS products to Family offices/ Ultra High-Net-worth Individuals through direct sales efforts. Work with existing MF distribution teams to help them cross sell AIF through the Zone across channel partners. Key responsibilities: Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business. Responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors. Distribution relationship nurturing and management by continuous engagement and training and other values adds. Developing business through consultative engagement with Cluster Managers / Regional Manager & Regional Heads. Responsible for achieving Sales Targets. Experience of Metro Market essential. Market & industry analysis. Behavioral Competencies: Sound relationship management skills. Good communicational abilities & negotiation skills. Self-driven. Role Specific Competencies: Excellent communication and presentation skills (verbal & written). Team Handling. Candidate who has aspiration to grow along with the organization. Formal Qualifications / Prior Work Exp: MBA or C.A with minimum 10-15 years of experience. Experienced in institutional/ private banking / wealth management space. Metro market handling experiences a must.
JOB DESCRIPTION Position title: Executive - Customer Service (Off Role) Location: Corporate Office, Mumbai Department : PMS & AIF Purpose of the Job: Ensure all clients investing with RPMS have a seamless experience in service. Key responsibilities: - Invoice Processing - Investor Onboarding KYC documents - Distributor relationship management - Handle all customer & Distributor queries and escalations. - CRM management - Engage with multiple internal departments to resolve issues within specified TAT - Ensuring that all queries are resolved within pre-defined TAT Decent Excel skills Behavioral Competencies: - Strong analytical and problem-solving skills - Excellent Communication skills - Good organizational and interpersonal skills, including ability to work effectively in a fast-paced dynamic business environment - High on energy, assertive and to be able to deal with multiple stakeholders Role Specific Competencies: Should have excellent communication and presentation skills (verbal & written) Formal Qualifications / Prior Work Exp: Graduate with 0-3 years of relevant work experience in similar role within BFSI Experience of handling escalations of UHNI/HNI investors in BFSI at least for 1 years will be preferred
Role & responsibilities Drive branch-level sales targets through effective direct sales strategies. Recruit, train, and manage a team of Direct Sales Executives (FLS). Monitor team performance and provide coaching for improvement. Ensure compliance with regulatory and company standards. Analyze market trends and adjust sales strategies accordingly. Maintain high levels of customer satisfaction and retention. Prepare and present performance reports to senior management. Preferred candidate profile Bachelors degree in Business, Marketing, or related field. Minimum 5 years of experience in life insurance sales, preferably with exposure to direct sales. Proven experience in team handling and achieving sales targets. Strong communication, leadership, and analytical skills.