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
- Ideally 1 to 5 years of work experience as Relationship Manager in finance industry.
- BMS/MBA Finance
- NISM – AMFI
- 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.