Relationship Manager - Wealth Products

Broader Role / Responsibilities

• Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size

• Identify fitment of sales products matching the clients investing goals

• Interact with potential customers with the emphasis on high quality lead conversions.
• Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well.
• Work closely with the Sales Head to achieve sales objectives.
• Contribute to the team performance by sharing and implementing Best Practice Ideas.
• Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise

Requirements

• Graduate (Mandatory)

• At least 1-3 years working within a sales environment preferably in a proactive telemarketing role in a BFSI / Finance sector.

• Fluency in English, Hindi & any one regional language

• Excellent communication skills verbal and written & Excellent telephone skills

• High degree of accuracy

• Willing and able to work extra hours on occasions to complete tasks

• Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month)

• Joining Time: ASAP (Batch Dates Given)