Investment Relationship Manager

Lakshmishree Investment & Securities Pvt. Ltd; Kalahandi; On-site; INR 4,50,000 - 6,75,000; Full time

Job summary

A financial services company in Kalahandi is seeking an Investment Relationship Manager to generate leads and facilitate business acquisition. This role involves meeting prospects, supporting existing partners, and customizing business proposals to drive revenue. The successful candidate will work Monday to Friday and Saturday mornings, with a focus on real-time CRM updates.

Responsibilities

• Generate leads and meet with provided leads.
• Acquire new Authorised Person, Sub-brokers, and Channel Partners.
• Support existing Authorised Persons in business establishment.
• Generate revenue and explain business proposals.
• Customize business proposals based on prospects' needs.
• Update CRM in real-time.

Job description

Investment Relationship Manager is entitled for -

• Generating leads
• Meeting with the leads provided by the company
• Acquisition of new Authorised Person / Sub-brokers / Business Associates / Channel Partners
• Business establishment support to the existing Authorised Persons
• Revenue Generation
• Business proposal explanation to the prospects
• Customization of business proposal according to the needs of the prospects
• Real‑time updation of CRM

Working days: Monday to Friday (8:30 am to 6 pm), Saturday (9.30 am to 5.30 pm)