Relationship Manager-IFA

Kolkata
Delhi
Chennai
Mumbai
Visakhapatnam
Hyderabad
Gurgaon
Full-Time
Mid-Level: 4 to 6 years
5L - 10L (Per Year)
Posted on Oct 03 2024

About the Job

Skills

Wealth Management
third party products
investment products
PMS
Equity
Sales
stock market
mutual funds

 Making calls to business owners with need to expand business and arranging face to face meetings to

acknowledge the clients requirement.

 Designing, developed and maintained the sales process in the organization (including its sales, services,

end to end solution regular sending weekly and daily reporting, taking proper actions to close gaps)

 Arranging face to face meeting with brands and investor on daily basic, visiting their place and doing

brand meeting for franchise location.

 Arranging events for brands meeting with the investors, do random calling to investors those are looking

for new business to start.

 Keeping track of all walking investors in event allocate the brands as per there requirements.

 Taking care of the Brands which is allocated. 

 Taking download meeting from every brand on weekly basic if changes in their terms & conditions

 Giving Presentations about our services to investors & Brands. 

 Arranging con call between Brands, investors & reporting head.

 Executing procedure, performing detailed data analysis, reach conclusion, document results, & suggest

ideas for efficiency. Recognize relevant issues & assess the risks associated with various client

transactions

 A single point of contact for managers regarding sales & services.

About the company

A complete staffing solution for your business.

Industry

Human Resources Services

Company Size

2-10 Employees

Headquarter

Ludhiana, Punjab

Other open jobs from Onxx Staffing Solutions