Relationship Manager - Sales - BFSI (2-8 yrs)

Qualifications:

- Background: Bachelor degree in Marketing or Finance, MBA is a plus with minimum 2 years of experience.

- Sales and Business Development: Ability to drive sales and acquire new clients/accounts, meeting or exceeding targets.

- Communication Skills: Excellent verbal and written communication skills to effectively interact with clients, colleagues, and stakeholders.

- Analytical Skills: Ability to analyze market trends, client data, and financial statements to make informed decisions and recommendations.

- Negotiation Skills: Proficiency in negotiating terms, pricing, and agreements to ensure mutual benefit for the client and the firm.

Role and Responsibilities:

- Client Relationship Management: Building strong relationships with existing clients to understand their financial goals, risk tolerance, and investment preferences.

- Providing personalized advice and recommendations based on their needs and market conditions.

- Channel Partner Recruitment: Develop and execute recruitment strategies to attract and engage top channel partners which also includes.

- Monitoring and assessing the performance of channel partners, providing support and resources to help them achieve their targets and drive mutual success.

- Investment Advisory: Offering expert guidance on equity investments, including stocks, mutual funds, and other financial products.

- Conducting thorough research and analysis to provide clients with informed investment recommendations aligned with their financial objectives.

- Sales Strategy Development: Developing and implementing effective sales strategies to achieve revenue goals and expand the firm's client base.

- This includes identifying market opportunities, creating marketing campaigns, and participating in promotional activities.

- Portfolio Review and Management: Regularly reviewing client portfolios to assess performance, rebalance investments, and optimize asset allocation.

- Monitoring market trends and economic developments to make timely adjustments to client portfolios.

- Compliance and Risk Management: Ensuring all client interactions and investment recommendations comply with regulatory requirements and internal policies.

- Educating clients about investment risks and implementing risk management strategies to protect their investments.

- Market Research and Analysis: Conducting market research and staying updated on industry trends, economic indicators, and geopolitical events that may impact equity markets.

- Using data-driven insights to inform investment decisions and client recommendations.

- Team Collaboration: Collaborating with research analysts, portfolio managers, and other departments within the firm to leverage expertise.

- Participating in team meetings and sharing insights to enhance client service and satisfaction.

- Continuous Learning and Development: Keeping abreast of changes in financial markets, investment products, and regulatory requirements through ongoing training and professional development.

- Continuously enhancing knowledge and skills