Relationship Manager- IFA/MFD

Avani Consulting; Dadri, Meerut; On-site; INR 400,000 - 650,000; Full time

Job summary

Avani Consulting in India is seeking a sales professional to drive revenue from assigned distributors and advise on banking products tailored to investor needs. You will analyze distributor asset allocations to tailor the approach, create visibility through calls, meetings, and marketing materials, and develop long-term relationships with key clients to generate repeat business.

The role requires training bank employees on products, procedures, and regulatory updates, ensuring timely follow-up

Responsibilities

• Sales from assigned distributors.
• Advise on suitable banking products per investor needs and analyze distributor asset allocations for focused selling.
• Visibility through telephone calls, one-to-one meetings, dissemination of marketing materials (Fact sheets, Brochure), mailers, group meetings.
• Develop long-term relationships with key/potential clients to generate repeat business.
• Address client needs with product updates, query resolution and follow-up.
• Train bank employees on products, procedures and regulatory changes on a regular basis.

Job description

Job description

• 1.Responsible for Sales from assigned distributors.
• 2. Responsible for advising the bank 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 through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brochure), mailers, group meetings.
• 4. Take steps for development of long term relationship/association with the key/potential clients in order to generate repetitive business.
• 5. Should be sensitive to the needs of clients in terms of Product Updates, Query resolution and ensure proper follow up etc.
• 6. Ensuring that the bank emloyeess are trained on all products and Operational procedures and Informed on the Regulatory Changes on regular basis.