Posted Nov 13, 2019 8 views
RELATIONSHIP MANAGER ONLINE EQUITY SALES
Duties of the Relationship Manager – Online Equity Sales
· Objective: Bring in New Online Equity Investment Accounts
· Identify different sources of Sales Leads continually: social, professional network etc.
· Make Prospect List – that lists: who to call, confirmation of meeting time and then visit for a meeting (what Credit Card, Pharmaceutical and Insurance Marketing Personnel do)
· Achieve Department’s Sales Targets
· Achieve client relationship targets and Key Performance Indicators
· Build and maintain relationships with Potential Clients and Leads (Corporates, Individuals, Trade Bodies etc.)
· Alert the Head of Online/ Manager Business Development to client issues that need to be addressed or difficulty in bringing the account in
· Work on opportunities for further sales within key clients
· Continually build on developing and strengthening the Client relationship
· Attend High Net Worth Client meetings with Head of Online/ Manager Business Development to build relationships with new and existing accounts
· Work closely with other Relationship Managers and Manager – Customer Services (CS)
· Direct Customer-Services to resolve client issues/queries
· Address and Resolve areas of concern as and when raised by clients in a timely manner – trouble-shooting for clients
· Carry out client satisfaction surveys and reviews through CS
· Monitor Individual Online performance against targets and flagging potential issues
· Update Individual targets and data in Head of Online/ Manager Business Development CRM Data-base and ensuring Head is aware of short-fall in targets
· Pass leads to the rest of Sales Team if thinly spread/too much work-load
· Diligently follow up on evasive or difficult leads
· Liaise with internal departments to ensure client needs are fulfilled effectively
· Report regularly to the Head of Online on individual targets, current status and performance
· Work closely with the Head of Online/ Manager Business Development
Background of the Relationship Manager
· Strong interpersonal skills and an ability to build rapport with strangers of all income levels, ages, personalities
· Previous sales experience preferred and an organised approach to work
· Hardworking with a strong work ethic
· Previous experience working as a Relationship Manager or a track record of managing client relationships
· Experience in insurance sales, mutual funds (asset management companies), banking/wealth management, credit card sales, pharma sectors preferred
Must have Skills
Willingness to meet new people from all income levels and all ages, confidence, hard-working, excellent phone skills, politeness, patience, energetic, no ego issues in client-facing roles
Qualifications
Metric / O Levels or higher
1 year’s Experience
Salary
· Rs 25,000 per month plus commission – with sales target of at least 10 new accounts per month
Other considerations
· After 3-month probation period – confirmation
· Confirmation sooner depending on performance
Skills
Job Details
Taurus Securities Limited
Our purpose is to provide a full range of capital market related products and services to individual and institutional clients. We aim to achieve this goal by setting industry standards for integrity, personalized service, efficiency and innovation.
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