Virtual Relationship Manager | Mutual Fund Sales | Mumbai

Job description

Role & responsibilities

• Drives activation of MFDs to achieve higher sales volumes
• Drives ongoing sales from the defined relationships and contribute towards sales achievements
• Obtains and analyzes information from market to increase the Activation liaises to increase sales
• Profiles distributors and caters to their requirements to ensure ongoing business from them.
• Ensure all the distributor queries are handle and reverted on time
• Identify gap areas and prioritize them based on the distributor expectations
• Help developing systems to monitor adherence along with Manager
• Identify & Implement the existing processes to improve the level of service.
• Share / adopt best practices across channels and share new ideas to enhance service offerings
• Promote cross selling and upselling of the products
• Pass on the Leads to the Sales RM

Preferred Candidate profile

Candidate should posses good communication skills

Should have interest in Sales

Experience of 1 or 2 years as a phone banker/VRM