Investment Relationship Manager

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

Job summary

A financial services company in Prayagraj is seeking an Investment Relationship Manager to generate leads and acquire new business associates. You will be responsible for customizing proposals, supporting existing partners, and utilizing CRM for updates. Ideal candidates should have strong communication skills and a background in business development. Working hours are Monday to Friday, with Saturday half-day.

Qualifications

• Strong communication skills and ability to generate leads.
• Experience in business development or relationship management.
• Familiarity with CRM systems for real-time updates.

Responsibilities

• Generate leads and meet with provided leads.
• Acquire new business associates and support existing ones.
• Customize and explain business proposals to prospects.

Job description

Investment Relationship Manager :-

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 5.30pm)