Relationship Manager - Sales - BFSI (2-8 Yrs) Ahmedabad/Gujarat (BFSI Sales)

Qualifications:- Background: Bachelor degree in Marketing or Finance, MBA is a plus with minimum 2 years of experience.
-Sales and Business Development: Ability to drive sales and acquire new clients/accounts, meeting or exceeding targets.
-Communication Skills: Excellent verbal and written communication skills to effectively interact with clients, colleagues, and stakeholders.
-Analytical Skills: Ability to analyze market trends, client data, and financial statements to make informed decisions and recommendations.
-Negotiation Skills: Proficiency in negotiating terms, pricing, and agreements to ensure mutual benefit for the client and the firm.Role and Responsibilities: - Client Relationship Management: Building strong relationships with existing clients to understand their financial goals, risk tolerance, and investment preferences.
-Providing personalized advice and recommendations based on their needs and market conditions.
-Channel Partner Recruitment: Develop and execute recruitment strategies to attract and engage top channel partners which also includes.
-Monitoring and assessing the performance of channel partners, providing support and resources to help them achieve their targets and drive mutual success.
-Investment Advisory: Offering expert guidance on equity investments, including stocks, mutual funds, and other financial products.
-Conducting thorough research and analysis to provide clients with informed investment recommendations aligned with their financial objectives.
-Sales Strategy Development: Developing and implementing effective sales strategies to achieve revenue goals and expand the firm s client base.
-This includes identifying market opportunities, creating marketing campaigns, and participating in promotional activities.
-Portfolio Review and Management: Regularly reviewing client portfolios to assess performance, rebalance investments, and optimize asset allocation.
-Monitoring market trends and economic developments to make timely adjustments to client portfolios.
-Compliance and Risk Management: Ensuring all client interactions and investment recommendations comply with regulatory requirements and internal policies.
-Educating clients about investment risks and implementing risk management strategies to protect their investments.
-Market Research and Analysis: Conducting market research and staying updated on industry trends, economic indicators, and geopolitical events that may impact equity markets.
-Using data-driven insights to inform investment decisions and client recommendations.
-Team Collaboration: Collaborating with research analysts, portfolio managers, and other departments within the firm to leverage expertise.
-Participating in team meetings and sharing insights to enhance client service and satisfaction.
-Continuous Learning and Development: Keeping abreast of changes in financial markets, investment products, and regulatory requirements through ongoing training and professional development.
-Continuously enhancing knowledge and skills (ref:updazz.com)

Payroll Type : Permanent