Wealth Relationship Manager | Bancassurance @ Mahindra Business

Job Description

Responsible for Sales from assigned distributors Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brochure), mailers, group meetings with distributors/clients of distributors Responsible for providing best in class service to distributors Should be sensitive to the needs of distributors in terms of Product Updates, Query resolution and ensure proper follow up etc. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business Gather market intelligence and find out the strategies to counter the competition in the market Create brad awareness by organizing events, conferences, product. sessions for distributors for top-of-the-mind recall Ensuring that the distributors are trained on all products and Operational procedures and Informed on the Regulatory Changes on regular basis

Employement Category:

Employement Type: Full time
Industry: Others
Role Category: General / Other Software
Functional Area: Not Applicable
Role/Responsibilies: Wealth Relationship Manager | Bancassurance

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Keyskills:   Sales Product Analysis Asset Allocation Marketing Customer Service Relationship Management Market Intelligence Training Event Organization