Relationship Manager SAFEinvest
SAFEinvest
Office Location
Full Time
Industry Type - Banking / Financial Services
Category: Banking/Finance
Experience: 0 - 1 years required
Pay: INR 240000 - INR 300000 /year
Type: Full Time
Location: Vadodara
Skills: Business Development, Channel Sales, Customer Relations, Customer Relationship Management (CRM), Performance Analysis, Sales
About SAFEinvest
VA Financial Products Distribution LLP has over a decade of rich experience in MF & other Financial Products distribution in India since 2003. VA Financial Products Distribution LLP prides in being a professionally managed, quality-focused and customer-centric organisation. The strength of VA Financial Products Distribution LLP lies in the strong domain knowledge in MF & other FPD and the delivery of sustainable value to clients with support from a cutting-edge technology platform.
Job Description
PRIMARY KRA:
- To enhance productivity & efficiency through a well defined sales process. “Do only what needs to be done”.
- To control the business effectively & efficiently & make it more institutionalized rather than individual driven.
- Standardize the services for all eligible clients & service as per client’s profile/category.
- To project proper targets/business & perform the same.
- To acquire business as per the company policies & work as per the given processes.
SECONDARY KRA:
- To prepare a “Review Minutes of the Meeting” precisely and appropriately.
- To complete CRM entries as per the meetings conducted, in the given TAT.
- To prepare, MIS Reports & Review Reports for analysis as per the requirement of the business.
- To prepare 'Objectives & Key Results' (OKR) and 'Performance Measuring Matrix' (PMM) reports to measure efficiency.
- To communicate and respond to the given task as per the given TAT.
- To enhance collaboration with other departments to achieve the given objective.
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