Sales RM (sales of Broking products)

Job description of Sales Relationship Manager 

Preferable Product: Stock Broking, Mutual Funds, Insurance ( Sales personnel handling Direct as well as B to B channel )

Preferred Skill Set:

-  Logical and analytical approach to Sales

-  Convincing power

-  Experience & Knowledge of handling B to B channel in Stock Broking / Mutual Funds / Life / 

   Insurance business 

-  Relationship oriented approach and should possess high energy levels

-  Client centric approach

-  Analytical mind with solution providing approach

Job Description: 

Acquisition of Direct Clients as well as Business Associates for Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business

Responsible for achieving his individual Target of Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business

Responsible for achieving his Minimum KRA & Monthly Target of New Client / DSA Acquisition, Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business

Identify Business Associates who has good relationships and can acquire new clients of Stock Broking, Mutual funds and Insurance business

Give Joint call support to all BAs along with Direct Sales exposure

Accountable for Business Targets individually in sync with BA / DSA acquisition / activation Target.

Customer Relationship Management.

• Impart Product training to Business Associates acquired by him