Designation: Executive/Sr. Executive/Asst. Manager/Manager


Roles and Responsibility:

  • Follow up with the IFAs and introduce them platform, its features and benefits.
  • Welcome IFAs and help them to understand various tools, processes provided under the program.
  • Encourage IFAs to opt for paid services by convincing them with different strategies.
  • Regular engagement with IFAs over the phone.
  • Coordinate with internal team members for operational work.

KPIs: Welcome/Feature explanation/USP dissemination/Payment

Requisite Experience:

  •  Ideally 1 to 5 years of work experience as Relationship Manager in finance industry.

Qualifications Required

  • B.Com
  • BMS/MBA Finance

Personal Traits:

  • Good Communication Skills, Soft Spoken, good with telephonic conversation.
  • Personal Finance Domain knowledge
  • Confident, Target Oriented, Enthusiastic
  • Persuasive, approachable, professional, organised in work.
  • Analytical Thinking.