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Relationship Manager - Individual Financial Advisor

Mid-Level (4 to 6 years)
1L - 8L (Per Year)
Posted on Jan 19 2023

About the Job


insurance agents
Mutual Funds
Channel Relationship Management
Insurance Advisors
Distributor Management

Hiring for Leading Asset Management Company

Position: Relationship Executive / Relationship Manager

Location: Chennai

Experience: 2-5 Yrs of Sales experience

Education Background: MBA in Marketing/Finance

Role Purpose:

  • Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned Retail Individual Financial Agents and Activate more number of IFA's
  • Internal Focus - Branch Service Operations, Channel team
  • External Focus - Distributors, Investors

Key Accountabilities:

  1. Responsible for Sales for set of IFA's mapped to him.
  2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling
  3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors
  4. Should be completely updated on the various products and markets situation and scenario
  5. Responsible for Distributor Servicing for the assigned distributors
  6. Should be sensitive to their needs in terms of Product Updates,Query resolution and ensure proper follow up etc.
  7. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business
  8. Should be able to close the sales call by working closely with more experienced sales representative in case of need required
  9. Responsible for maintaining the data of all the distributors assigned, find out the strategies to counter the competition in the market
  10. Create awareness & for building brand by organizing events, conferences, product sessions for distributors for top-of-the-mind recall
  11. Ensuring that the distributors are trained on all products and Operational procedures and Informed on the Regulatory Changes on regular basis
  12. Soft skills training in terms of Communication, Motivation etc. for distributors specially for smaller / one man location

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About the company

PROV HR SOLUTIONS PRIVATE LIMITED Erstwhile Provident HR Solutions established in 2013 is one of the leading recruitment consulting organization catering to the Human Resource requirements of a large number of companies in India. We provide a range of Search, Selection and Advertised Recruitment services and we work closely with our clients to fulfill their recruitment needs.


Human Resources Services

Company Size

11-50 Employees



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