RELATIONSHIP MANAGER (SALES) SAFEinvest

About SAFEinvest

SAFEinvest is a leading Financial Products Distributor in India since 2003. We have over a decade of rich experience in Financial Services. The management at SAFEinvest brings together a team of professionals with wide experience and knowledge in the Financial Products Distribution. The management has a strong Vision for SAFEinvest as a globally respected company providing comprehensive services in the financial sector.
The “Customer First” philosophy is deeply ingrained in the management & employees at SAFEinvest. The aim of the management is to bring the best to the customers in terms of...
• Range of Products and Services offered.
• Quality Customer service.

Job Description

Minimum Qualification- Graduation
? Base Location - Surat / Vadodara
? Candidates having 0-3 years of sales experience
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.
Evaluation Parameters (3 Months)
? Integrity & Attitude Meeting Efficiency - Leads/prospects generation- Satisfaction of Internal & External
individuals

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