24048 Team Management Jobs - Page 42

Responsible for prospecting, selling managing RMs / Salespeople, developing business through consultative engagement with Branch Managers / Senior RMs. Mapping the opportunity for primary selling, relationship managing cross selling a range of M.F (investment) Products. Ensure effective and smooth relationship with ND s and agents in the region for growth in business. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis / Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors.

Ensure effective and smooth relationship with corporate / Banks / distributors and agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Responsible for prospecting, selling managing RMs / Salespeople, developing business through consultative engagement with Branch Managers / Senior RMs. Mapping the opportunity for primary selling, relationship managing cross selling a range of M.F (investment) Products. Ensure effective and smooth relationship with ND s and agents in the region for growth in business. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis / Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors.

Responsible for prospecting, selling managing RMs / Salespeople, developing business through consultative engagement with Branch Managers / Senior RMs. Mapping the opportunity for primary selling, relationship managing cross selling a range of M.F (investment) Products. Ensure effective and smooth relationship with ND s and agents in the region for growth in business. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis / Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors.

Responsible for prospecting, selling managing RMs / Salespeople, developing business through consultative engagement with Branch Managers / Senior RMs. Mapping the opportunity for primary selling, relationship managing cross selling a range of M.F (investment) Products. Ensure effective and smooth relationship with ND s and agents in the region for growth in business. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis / Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors.

Responsible for prospecting, selling managing RMs / Salespeople, developing business through consultative engagement with Branch Managers / Senior RMs. Mapping the opportunity for primary selling, relationship managing cross selling a range of M.F (investment) Products. Ensure effective and smooth relationship with ND s and agents in the region for growth in business. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis / Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors.

Responsible for prospecting, selling managing RMs / Salespeople, developing business through consultative engagement with Branch Managers / Senior RMs. Mapping the opportunity for primary selling, relationship managing cross selling a range of M.F (investment) Products. Ensure effective and smooth relationship with ND s and agents in the region for growth in business. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis / Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors.

Key responsibilities Managing Top Institutional Clients in assigned Market and strengthening the relationship with the CFOs and Treasury Heads of Corporate. Building strong institutional book by offering product suite in line with the investment objective of these corporate. Endeavor to garner Assets upwards of 20% of the assets in the market. Groom and hand hold a team of RMs to deepen the existing relationship and new client acquisition from the market. Organize events for these institutional investors on regular basis to build on higher mind share and market share from these corporate. Behavioral Competencies Good communicational abilities and pleasing personality. Role Specific Competencies: Exposure to M.F industry will be added advantage. Product knowledge. Market knowledge / extensively networked. Key account management skills. Should have an eye for detail. Should be ready to expand job portfolio horizontally. Formal Qualifications / Prior Work Exp MBA with minimum 15 years of work experience. NISM certification compulsory.

Key responsibilities Managing Top Institutional Clients in assigned Market and strengthening the relationship with the CFOs and Treasury Heads of Corporate. Building strong institutional book by offering product suite in line with the investment objective of these corporate. Endeavor to garner Assets upwards of 20% of the assets in the market. Groom and hand hold a team of RMs to deepen the existing relationship and new client acquisition from the market. Organize events for these institutional investors on regular basis to build on higher mind share and market share from these corporate. Behavioral Competencies Good communicational abilities and pleasing personality. Role Specific Competencies: Exposure to M.F industry will be added advantage. Product knowledge. Market knowledge / extensively networked. Key account management skills. Should have an eye for detail. Should be ready to expand job portfolio horizontally. Formal Qualifications / Prior Work Exp MBA with minimum 15 years of work experience. NISM certification compulsory.

Key responsibilities Managing Top Institutional Clients in assigned Market and strengthening the relationship with the CFOs and Treasury Heads of Corporate. Building strong institutional book by offering product suite in line with the investment objective of these corporate. Endeavor to garner Assets upwards of 20% of the assets in the market. Groom and hand hold a team of RMs to deepen the existing relationship and new client acquisition from the market. Organize events for these institutional investors on regular basis to build on higher mind share and market share from these corporate. Behavioral Competencies Good communicational abilities and pleasing personality. Role Specific Competencies: Exposure to M.F industry will be added advantage. Product knowledge. Market knowledge / extensively networked. Key account management skills. Should have an eye for detail. Should be ready to expand job portfolio horizontally. Formal Qualifications / Prior Work Exp MBA with minimum 15 years of work experience. NISM certification compulsory.

Key responsibilities Managing Top Institutional Clients in assigned Market and strengthening the relationship with the CFOs and Treasury Heads of Corporate. Building strong institutional book by offering product suite in line with the investment objective of these corporate. Endeavor to garner Assets upwards of 20% of the assets in the market. Groom and hand hold a team of RMs to deepen the existing relationship and new client acquisition from the market. Organize events for these institutional investors on regular basis to build on higher mind share and market share from these corporate. Behavioral Competencies Good communicational abilities and pleasing personality. Role Specific Competencies: Exposure to M.F industry will be added advantage. Product knowledge. Market knowledge / extensively networked. Key account management skills. Should have an eye for detail. Should be ready to expand job portfolio horizontally. Formal Qualifications / Prior Work Exp MBA with minimum 15 years of work experience. NISM certification compulsory.

IFA Relationship Management:Build and maintain strong relationships with IFAs, acting as the primary point of contact and ensuring their needs and expectations are met Collaborate with IFAs to understand their business goals, investment strategies, and client profiles Business Development:Identify new business opportunities with IFAs to expand our product and service offerings Promote our financial products, investment solutions, and value propositions to IFAs, demonstrating their benefits to their clients Client Support and Education:Provide personalized support to IFAs, addressing their inquiries, offering product information, and assisting with financial planning solutions Conduct training sessions, seminars, and presentations to educate IFAs on our products and services Sales and Performance Metrics:Collaborate with IFAs to set performance targets and sales goals Monitor and analyze sales data and performance metrics, providing guidance and recommendations to help IFAs achieve their targets Market Insights and Research:Stay informed about market trends, investment opportunities, and regulatory changes that impact the financial industry Provide IFAs with timely insights and research to support their decision-making

Key responsibilities Managing Top Institutional Clients in assigned Market and strengthening the relationship with the CFOs and Treasury Heads of Corporate. Building strong institutional book by offering product suite in line with the investment objective of these corporate. Endeavor to garner Assets upwards of 20% of the assets in the market. Groom and hand hold a team of RMs to deepen the existing relationship and new client acquisition from the market. Organize events for these institutional investors on regular basis to build on higher mind share and market share from these corporate. Behavioral Competencies Good communicational abilities and pleasing personality. Role Specific Competencies: Exposure to M.F industry will be added advantage. Product knowledge. Market knowledge / extensively networked. Key account management skills. Should have an eye for detail. Should be ready to expand job portfolio horizontally. Formal Qualifications / Prior Work Exp MBA with minimum 15 years of work experience. NISM certification compulsory.

Job Overview:The Relationship Manager is responsible for managing and nurturing long-term relationships with clients, ensuring their satisfaction with the companys products and services. This role requires a proactive and client-focused approach, where the Relationship Manager works to understand client needs, provide tailored solutions, and maintain high levels of engagement. The position also involves expanding the client base, driving sales targets, and supporting clients in achieving their financial or business goals. Key Responsibilities:Client Relationship Management:Develop and maintain strong, long-lasting relationships with existing clients, serving as the primary point of contact.Proactively identify opportunities to add value to clients by understanding their needs and providing tailored solutions.Regularly meet with clients to review their portfolio or requirements and ensure they are satisfied with the company's offerings.Handle client queries, issues, and concerns in a timely and professional manner, ensuring high levels of customer satisfaction.Business Development & Sales:Identify opportunities to grow the client base by acquiring new clients through referrals, networking, and proactive outreach.Work to meet or exceed sales targets and business development goals by recommending appropriate products or services.Conduct presentations, product demonstrations, and meetings with clients to showcase offerings and promote business growth.Build and maintain a pipeline of prospective clients and monitor progress toward sales targets.Client Onboarding and Support:Manage the onboarding process for new clients, ensuring a seamless and positive experience.Guide clients through the setup, installation, or activation of services, ensuring all necessary documentation and compliance requirements are met.Ensure that the clients needs are continuously monitored and supported through proactive engagement.Cross-Functional Collaboration:Collaborate with internal teams, including product, marketing, and operations, to ensure clients needs are addressed.Work closely with other departments to ensure timely and accurate delivery of products and services to clients.Provide feedback to internal teams regarding client preferences, market trends, and potential improvements in offerings.Market Research & Industry Insights:Stay informed about market trends, competitors, and industry developments to provide clients with up-to-date and relevant information.Share insights on the competitive landscape and client feedback with the management team to drive product and service improvements.Reporting & Documentation:Maintain accurate records of client interactions, sales activities, and account status within the CRM system.Provide regular updates and reports to senior management regarding client activities, sales pipeline, and progress toward targets.Prepare client presentations, proposals, and reports as needed.Client Retention and Satisfaction:Ensure ongoing satisfaction by conducting periodic check-ins with clients to assess their satisfaction and resolve any issues.Identify opportunities for cross-selling and upselling to deepen relationships and enhance client retention.Monitor client performance and intervene proactively when there are signs of dissatisfaction or potential churn.Compliance & Risk Management:Adhere to all internal policies, regulatory requirements, and compliance standards when engaging with clients.Ensure that all client interactions and transactions are conducted in line with company and industry best practices. Qualifications and Skills:Education:Bachelors degree in Business, Finance, Marketing, or a related field.Additional qualifications or certifications in financial services, insurance, or sales would be a plus.Experience:Minimum 3-5 years of experience in relationship management, sales, or client servicing within the financial services, banking, or relevant industry.Proven track record of managing client relationships and achieving sales or service targets.Skills:Excellent communication, negotiation, and interpersonal skills.Strong ability to understand and meet client needs and provide tailored solutions.Proficient in CRM software, Microsoft Office Suite, and other sales tools.Strong problem-solving and conflict resolution abilities.Ability to multitask and prioritize in a fast-paced environment.Personal Attributes:Client-focused, with a passion for delivering exceptional service.Strong business acumen and the ability to build and nurture long-term relationships.Self-motivated, goal-oriented, and able to work independently.Detail-oriented with a strong sense of responsibility.

Job Overview:The Relationship Manager is responsible for managing and nurturing long-term relationships with clients, ensuring their satisfaction with the companys products and services. This role requires a proactive and client-focused approach, where the Relationship Manager works to understand client needs, provide tailored solutions, and maintain high levels of engagement. The position also involves expanding the client base, driving sales targets, and supporting clients in achieving their financial or business goals. Key Responsibilities:Client Relationship Management:Develop and maintain strong, long-lasting relationships with existing clients, serving as the primary point of contact.Proactively identify opportunities to add value to clients by understanding their needs and providing tailored solutions.Regularly meet with clients to review their portfolio or requirements and ensure they are satisfied with the company's offerings.Handle client queries, issues, and concerns in a timely and professional manner, ensuring high levels of customer satisfaction.Business Development & Sales:Identify opportunities to grow the client base by acquiring new clients through referrals, networking, and proactive outreach.Work to meet or exceed sales targets and business development goals by recommending appropriate products or services.Conduct presentations, product demonstrations, and meetings with clients to showcase offerings and promote business growth.Build and maintain a pipeline of prospective clients and monitor progress toward sales targets.Client Onboarding and Support:Manage the onboarding process for new clients, ensuring a seamless and positive experience.Guide clients through the setup, installation, or activation of services, ensuring all necessary documentation and compliance requirements are met.Ensure that the clients needs are continuously monitored and supported through proactive engagement.Cross-Functional Collaboration:Collaborate with internal teams, including product, marketing, and operations, to ensure clients needs are addressed.Work closely with other departments to ensure timely and accurate delivery of products and services to clients.Provide feedback to internal teams regarding client preferences, market trends, and potential improvements in offerings.Market Research & Industry Insights:Stay informed about market trends, competitors, and industry developments to provide clients with up-to-date and relevant information.Share insights on the competitive landscape and client feedback with the management team to drive product and service improvements.Reporting & Documentation:Maintain accurate records of client interactions, sales activities, and account status within the CRM system.Provide regular updates and reports to senior management regarding client activities, sales pipeline, and progress toward targets.Prepare client presentations, proposals, and reports as needed.Client Retention and Satisfaction:Ensure ongoing satisfaction by conducting periodic check-ins with clients to assess their satisfaction and resolve any issues.Identify opportunities for cross-selling and upselling to deepen relationships and enhance client retention.Monitor client performance and intervene proactively when there are signs of dissatisfaction or potential churn.Compliance & Risk Management:Adhere to all internal policies, regulatory requirements, and compliance standards when engaging with clients.Ensure that all client interactions and transactions are conducted in line with company and industry best practices. Qualifications and Skills:Education:Bachelors degree in Business, Finance, Marketing, or a related field.Additional qualifications or certifications in financial services, insurance, or sales would be a plus.Experience:Minimum 3-5 years of experience in relationship management, sales, or client servicing within the financial services, banking, or relevant industry.Proven track record of managing client relationships and achieving sales or service targets.Skills:Excellent communication, negotiation, and interpersonal skills.Strong ability to understand and meet client needs and provide tailored solutions.Proficient in CRM software, Microsoft Office Suite, and other sales tools.Strong problem-solving and conflict resolution abilities.Ability to multitask and prioritize in a fast-paced environment.Personal Attributes:Client-focused, with a passion for delivering exceptional service.Strong business acumen and the ability to build and nurture long-term relationships.Self-motivated, goal-oriented, and able to work independently.Detail-oriented with a strong sense of responsibility.

Job Overview:The Relationship Manager is responsible for managing and nurturing long-term relationships with clients, ensuring their satisfaction with the companys products and services. This role requires a proactive and client-focused approach, where the Relationship Manager works to understand client needs, provide tailored solutions, and maintain high levels of engagement. The position also involves expanding the client base, driving sales targets, and supporting clients in achieving their financial or business goals. Key Responsibilities:Client Relationship Management:Develop and maintain strong, long-lasting relationships with existing clients, serving as the primary point of contact.Proactively identify opportunities to add value to clients by understanding their needs and providing tailored solutions.Regularly meet with clients to review their portfolio or requirements and ensure they are satisfied with the company's offerings.Handle client queries, issues, and concerns in a timely and professional manner, ensuring high levels of customer satisfaction.Business Development & Sales:Identify opportunities to grow the client base by acquiring new clients through referrals, networking, and proactive outreach.Work to meet or exceed sales targets and business development goals by recommending appropriate products or services.Conduct presentations, product demonstrations, and meetings with clients to showcase offerings and promote business growth.Build and maintain a pipeline of prospective clients and monitor progress toward sales targets.Client Onboarding and Support:Manage the onboarding process for new clients, ensuring a seamless and positive experience.Guide clients through the setup, installation, or activation of services, ensuring all necessary documentation and compliance requirements are met.Ensure that the clients needs are continuously monitored and supported through proactive engagement.Cross-Functional Collaboration:Collaborate with internal teams, including product, marketing, and operations, to ensure clients needs are addressed.Work closely with other departments to ensure timely and accurate delivery of products and services to clients.Provide feedback to internal teams regarding client preferences, market trends, and potential improvements in offerings.Market Research & Industry Insights:Stay informed about market trends, competitors, and industry developments to provide clients with up-to-date and relevant information.Share insights on the competitive landscape and client feedback with the management team to drive product and service improvements.Reporting & Documentation:Maintain accurate records of client interactions, sales activities, and account status within the CRM system.Provide regular updates and reports to senior management regarding client activities, sales pipeline, and progress toward targets.Prepare client presentations, proposals, and reports as needed.Client Retention and Satisfaction:Ensure ongoing satisfaction by conducting periodic check-ins with clients to assess their satisfaction and resolve any issues.Identify opportunities for cross-selling and upselling to deepen relationships and enhance client retention.Monitor client performance and intervene proactively when there are signs of dissatisfaction or potential churn.Compliance & Risk Management:Adhere to all internal policies, regulatory requirements, and compliance standards when engaging with clients.Ensure that all client interactions and transactions are conducted in line with company and industry best practices. Qualifications and Skills:Education:Bachelors degree in Business, Finance, Marketing, or a related field.Additional qualifications or certifications in financial services, insurance, or sales would be a plus.Experience:Minimum 3-5 years of experience in relationship management, sales, or client servicing within the financial services, banking, or relevant industry.Proven track record of managing client relationships and achieving sales or service targets.Skills:Excellent communication, negotiation, and interpersonal skills.Strong ability to understand and meet client needs and provide tailored solutions.Proficient in CRM software, Microsoft Office Suite, and other sales tools.Strong problem-solving and conflict resolution abilities.Ability to multitask and prioritize in a fast-paced environment.Personal Attributes:Client-focused, with a passion for delivering exceptional service.Strong business acumen and the ability to build and nurture long-term relationships.Self-motivated, goal-oriented, and able to work independently.Detail-oriented with a strong sense of responsibility.

Job Overview:The Relationship Manager is responsible for managing and nurturing long-term relationships with clients, ensuring their satisfaction with the companys products and services. This role requires a proactive and client-focused approach, where the Relationship Manager works to understand client needs, provide tailored solutions, and maintain high levels of engagement. The position also involves expanding the client base, driving sales targets, and supporting clients in achieving their financial or business goals. Key Responsibilities:Client Relationship Management:Develop and maintain strong, long-lasting relationships with existing clients, serving as the primary point of contact.Proactively identify opportunities to add value to clients by understanding their needs and providing tailored solutions.Regularly meet with clients to review their portfolio or requirements and ensure they are satisfied with the company's offerings.Handle client queries, issues, and concerns in a timely and professional manner, ensuring high levels of customer satisfaction.Business Development & Sales:Identify opportunities to grow the client base by acquiring new clients through referrals, networking, and proactive outreach.Work to meet or exceed sales targets and business development goals by recommending appropriate products or services.Conduct presentations, product demonstrations, and meetings with clients to showcase offerings and promote business growth.Build and maintain a pipeline of prospective clients and monitor progress toward sales targets.Client Onboarding and Support:Manage the onboarding process for new clients, ensuring a seamless and positive experience.Guide clients through the setup, installation, or activation of services, ensuring all necessary documentation and compliance requirements are met.Ensure that the clients needs are continuously monitored and supported through proactive engagement.Cross-Functional Collaboration:Collaborate with internal teams, including product, marketing, and operations, to ensure clients needs are addressed.Work closely with other departments to ensure timely and accurate delivery of products and services to clients.Provide feedback to internal teams regarding client preferences, market trends, and potential improvements in offerings.Market Research & Industry Insights:Stay informed about market trends, competitors, and industry developments to provide clients with up-to-date and relevant information.Share insights on the competitive landscape and client feedback with the management team to drive product and service improvements.Reporting & Documentation:Maintain accurate records of client interactions, sales activities, and account status within the CRM system.Provide regular updates and reports to senior management regarding client activities, sales pipeline, and progress toward targets.Prepare client presentations, proposals, and reports as needed.Client Retention and Satisfaction:Ensure ongoing satisfaction by conducting periodic check-ins with clients to assess their satisfaction and resolve any issues.Identify opportunities for cross-selling and upselling to deepen relationships and enhance client retention.Monitor client performance and intervene proactively when there are signs of dissatisfaction or potential churn.Compliance & Risk Management:Adhere to all internal policies, regulatory requirements, and compliance standards when engaging with clients.Ensure that all client interactions and transactions are conducted in line with company and industry best practices. Qualifications and Skills:Education:Bachelors degree in Business, Finance, Marketing, or a related field.Additional qualifications or certifications in financial services, insurance, or sales would be a plus.Experience:Minimum 3-5 years of experience in relationship management, sales, or client servicing within the financial services, banking, or relevant industry.Proven track record of managing client relationships and achieving sales or service targets.Skills:Excellent communication, negotiation, and interpersonal skills.Strong ability to understand and meet client needs and provide tailored solutions.Proficient in CRM software, Microsoft Office Suite, and other sales tools.Strong problem-solving and conflict resolution abilities.Ability to multitask and prioritize in a fast-paced environment.Personal Attributes:Client-focused, with a passion for delivering exceptional service.Strong business acumen and the ability to build and nurture long-term relationships.Self-motivated, goal-oriented, and able to work independently.Detail-oriented with a strong sense of responsibility.

Job Overview:The Relationship Manager is responsible for managing and nurturing long-term relationships with clients, ensuring their satisfaction with the companys products and services. This role requires a proactive and client-focused approach, where the Relationship Manager works to understand client needs, provide tailored solutions, and maintain high levels of engagement. The position also involves expanding the client base, driving sales targets, and supporting clients in achieving their financial or business goals. Key Responsibilities:Client Relationship Management:Develop and maintain strong, long-lasting relationships with existing clients, serving as the primary point of contact.Proactively identify opportunities to add value to clients by understanding their needs and providing tailored solutions.Regularly meet with clients to review their portfolio or requirements and ensure they are satisfied with the company's offerings.Handle client queries, issues, and concerns in a timely and professional manner, ensuring high levels of customer satisfaction.Business Development & Sales:Identify opportunities to grow the client base by acquiring new clients through referrals, networking, and proactive outreach.Work to meet or exceed sales targets and business development goals by recommending appropriate products or services.Conduct presentations, product demonstrations, and meetings with clients to showcase offerings and promote business growth.Build and maintain a pipeline of prospective clients and monitor progress toward sales targets.Client Onboarding and Support:Manage the onboarding process for new clients, ensuring a seamless and positive experience.Guide clients through the setup, installation, or activation of services, ensuring all necessary documentation and compliance requirements are met.Ensure that the clients needs are continuously monitored and supported through proactive engagement.Cross-Functional Collaboration:Collaborate with internal teams, including product, marketing, and operations, to ensure clients needs are addressed.Work closely with other departments to ensure timely and accurate delivery of products and services to clients.Provide feedback to internal teams regarding client preferences, market trends, and potential improvements in offerings.Market Research & Industry Insights:Stay informed about market trends, competitors, and industry developments to provide clients with up-to-date and relevant information.Share insights on the competitive landscape and client feedback with the management team to drive product and service improvements.Reporting & Documentation:Maintain accurate records of client interactions, sales activities, and account status within the CRM system.Provide regular updates and reports to senior management regarding client activities, sales pipeline, and progress toward targets.Prepare client presentations, proposals, and reports as needed.Client Retention and Satisfaction:Ensure ongoing satisfaction by conducting periodic check-ins with clients to assess their satisfaction and resolve any issues.Identify opportunities for cross-selling and upselling to deepen relationships and enhance client retention.Monitor client performance and intervene proactively when there are signs of dissatisfaction or potential churn.Compliance & Risk Management:Adhere to all internal policies, regulatory requirements, and compliance standards when engaging with clients.Ensure that all client interactions and transactions are conducted in line with company and industry best practices. Qualifications and Skills:Education:Bachelors degree in Business, Finance, Marketing, or a related field.Additional qualifications or certifications in financial services, insurance, or sales would be a plus.Experience:Minimum 3-5 years of experience in relationship management, sales, or client servicing within the financial services, banking, or relevant industry.Proven track record of managing client relationships and achieving sales or service targets.Skills:Excellent communication, negotiation, and interpersonal skills.Strong ability to understand and meet client needs and provide tailored solutions.Proficient in CRM software, Microsoft Office Suite, and other sales tools.Strong problem-solving and conflict resolution abilities.Ability to multitask and prioritize in a fast-paced environment.Personal Attributes:Client-focused, with a passion for delivering exceptional service.Strong business acumen and the ability to build and nurture long-term relationships.Self-motivated, goal-oriented, and able to work independently.Detail-oriented with a strong sense of responsibility.

Territory Leadership:Lead and manage the REMG operations within the assigned territory, ensuring alignment with company objectives and goals Develop and execute strategic plans to drive business growth, enhance client relationships, and achieve revenue targets Team Management:Recruit, train, and mentor a team of real estate professionals, including property managers, leasing agents, and administrative staff Provide guidance, performance feedback, and support to team members to foster a collaborative and high-performance work environment Client Relationship Management:Build and maintain strong relationships with property owners, landlords, tenants, and other stakeholders Address client inquiries, concerns, and needs, ensuring a high level of customer satisfaction Property Portfolio Management:Oversee the management of a portfolio of properties, including residential, commercial, and industrial real estate Monitor property performance, occupancy rates, lease agreements, and maintenance activities

Client Relationship Management: Develop and maintain strong relationships with corporate or business clients within the assigned GL division or segment.Client Needs Assessment: Understand clients financial goals, challenges, and specific needs related to their industry or segment.Financial Product Knowledge: Have a deep understanding of the organization's financial products and services, including loans, credit facilities, deposit products, and treasury services.Client Engagement: Act as the primary point of contact for clients, addressing their inquiries, providing information, and resolving any financial service-related issues or concerns.Business Solutions: Work closely with clients to provide tailored financial solutions and products that meet their specific business needs, helping them achieve their financial goals.Cross-selling: Identify opportunities to cross-sell or upsell additional financial products or services to clients, increasing the organization's share of wallet.Financial Analysis: Collaborate with clients to assess their financial health, creditworthiness, and risk profiles, helping tailor financial solutions accordingly.Compliance: Ensure that all financial interactions and transactions with clients comply with relevant regulatory requirements and internal policies.

IFA Relationship Management:Build and maintain strong relationships with IFAs, acting as the primary point of contact and ensuring their needs and expectations are met Collaborate with IFAs to understand their business goals, investment strategies, and client profiles Business Development:Identify new business opportunities with IFAs to expand our product and service offerings Promote our financial products, investment solutions, and value propositions to IFAs, demonstrating their benefits to their clients Client Support and Education:Provide personalized support to IFAs, addressing their inquiries, offering product information, and assisting with financial planning solutions Conduct training sessions, seminars, and presentations to educate IFAs on our products and services Sales and Performance Metrics:Collaborate with IFAs to set performance targets and sales goals Monitor and analyze sales data and performance metrics, providing guidance and recommendations to help IFAs achieve their targets Market Insights and Research:Stay informed about market trends, investment opportunities, and regulatory changes that impact the financial industry Provide IFAs with timely insights and research to support their decision-making

Territory Leadership:Lead and manage the REMG operations within the assigned territory, ensuring alignment with company objectives and goals Develop and execute strategic plans to drive business growth, enhance client relationships, and achieve revenue targets Team Management:Recruit, train, and mentor a team of real estate professionals, including property managers, leasing agents, and administrative staff Provide guidance, performance feedback, and support to team members to foster a collaborative and high-performance work environment Client Relationship Management:Build and maintain strong relationships with property owners, landlords, tenants, and other stakeholders Address client inquiries, concerns, and needs, ensuring a high level of customer satisfaction Property Portfolio Management:Oversee the management of a portfolio of properties, including residential, commercial, and industrial real estate Monitor property performance, occupancy rates, lease agreements, and maintenance activities

Client Relationship Management: Develop and maintain strong relationships with corporate or business clients within the assigned GL division or segment.Client Needs Assessment: Understand clients financial goals, challenges, and specific needs related to their industry or segment.Financial Product Knowledge: Have a deep understanding of the organization's financial products and services, including loans, credit facilities, deposit products, and treasury services.Client Engagement: Act as the primary point of contact for clients, addressing their inquiries, providing information, and resolving any financial service-related issues or concerns.Business Solutions: Work closely with clients to provide tailored financial solutions and products that meet their specific business needs, helping them achieve their financial goals.Cross-selling: Identify opportunities to cross-sell or upsell additional financial products or services to clients, increasing the organization's share of wallet.Financial Analysis: Collaborate with clients to assess their financial health, creditworthiness, and risk profiles, helping tailor financial solutions accordingly.Compliance: Ensure that all financial interactions and transactions with clients comply with relevant regulatory requirements and internal policies.