Relationship Manager – Senior Manager/AVP
About Company
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Roles & responsibilities
• Onboarding, Handling and Managing HNI / Ultra HNI clients.
• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.
• Aiming for consistent growth of customer wallet share and book size.
• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.
• Constantly review client portfolios and give a birds’ eye view.
• Ability to work in partnership with Federal Bank and drive leads & AUM.
• Service existing clients with the support of client servicing team
• Adherence to all regulatory, statutory, and corporate compliance standards
Requirements
• 8+ years of experience in Wealth Management space
• Must have completed MBA from a premier business school.
• Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.
• English is mandatory and command on local language would be beneficial.
• Ability to work in tandem with our channel partner and generate leads & business.
• Good communication and presentation skills
About A leading mid-market Investment Bank
Similar jobs
Hiring Business Development Associate (Inside Sales) at Tech2Edge
Job Overview:
We are looking for a competitive and trustworthy Business Development Associate with 1-2 years of experience in SAAS industry to help us build up our growth activities. The selected candidate will be responsible for planning, executing and closing leads & creating sales pipelines.(Female candidate preferred)
About Tech2Edge:
Tech2Edge provides technology, branding, design, and marketing solutions that enable B2B brands to grow, launch products, and deliver exceptional digital experiences.
to the EDGE.
Know more about us at https://www.tech2edge.co/
Roles and Responsibilities:
-Conduct market research to identify selling possibilities and evaluate customer needs
-Identify and qualify new customers as per the company's policies and business model
-Set up meetings with potential clients and listen to their wishes and concerns
-Prepare and deliver appropriate presentations on products and services
-Create frequent reviews and reports with sales and financial data
-Negotiate/close deals
-Collaborate with team members to achieve better results
-Gather feedback from customers or prospects and share it with the internal team
-Assist leadership in contract development, handle negotiations, and perform due diligence
Required Skills:
-Fast learner and passion for sales
-Self-motivated with a results-driven approach
-Proven experience in Sales or relevant role
-Proficiency in English
-Excellent knowledge of MS Office
-Hands-on experience with CRM software is a plus
-Thorough understanding of marketing and negotiating techniques
-Aptitude in delivering attractive presentations
Must have:
Must have experience in SAAS Industry
CTC: Upto 6 LPA
BONUS: 2% as incentives of the deal value per lead closed. (Average Deal Size: 2 Lakh)
Location: Office 1902, 19th Floor, Arihant Aura, Turbhe, Navi Mumbai
Industry
Sr. CRM- Real Estate
Roles and Responsibilities
1. Business Development and Relationship Building with all IPC's, Channel partners and Local brokers in the vicinity
2. Tracking market movement and being well aware of all the movement in the market.
3. Relationship Building with all prospects and clients.
Principal Accountabilities
1. Lead and Revenue Generation
2. Client Management / Client Trust Building
3. Implementation of Company Policies and being Innovative when interacting with all Channel Partners and Prospects.
4. Degree Holder with 3 to 5 years experience.
5. Having knowledge in respect to Real Estate Market along with knowledge about Co-working transactions is a plus.
6. Good Communication skills for interacting with Land Lords/ Developers. Possess strong interpersonal skills with the ability to build rapport quickly.
7. Ability to think strategically along with problem-solving solutions, also being aware of the market and respond to the clients based on their requirements.
8. Ability to perform under pressure and adapt based on the market situation while being self-motivated at the same time.
9. Knowledge of movement in the market from the competition and any new projects coming up.
Location: Lajpat Nagar (South Delhi)
Package: upto 6 L
Experience: 3 yrs plus
- Understand the entire business process flow from business and organize Sales & BD team to achieve the organizational goals
- Ownership of department wise strategy and P&L and delivery
- Establish strategy and best practices to ensure achievement of overall sales and BD objectives
- Take a lead role in building a strong sales management culture with internal as well as external stakeholders
- Develop ingenious methods or tools to improve conversion of lead to sale, create new channels of business, new business, and brand associations
- Recruit, train and develop teams to deliver pathbreaking results
- Distribution of annual and monthly targets among team members to ensure monthly targets are achieved
- Proactively manage and creatively review the performance and progress of team members monthly, quarterly
- Spend time with external and internal stakeholders to understand and identify critical business issues and align strategies to mitigate them into strengths
- Sharer solutions with leadership on anticipated challenges, and update developments on a periodic basis
- Presenting reports and plans to Board
- Working and thriving in ad hoc environments
Our client is an alumni networking platform for schools, colleges and companies where alumni can signup and connect with each other. The top 1000 alumni networks, with over 2 million people are active on the platform. They are deeply integrated with all social media and helps to build one consolidated and powerful channel to engage with the alumni.
Our client helps to connect with all the alumni communities on the go, Mobile App, Tablet, Website, Mobile Website, Facebook Application as well as email app. Over 80% of the communities have improved their alumni engagement considerably using the company's platform.
This Delhi based social platform based on private alumni network was founded in 2011 by serial entrepreneur and web technology evangelist. They have raised pre-Series A funding from Mohandas Pai and Aspiring Minds to scale its user base, as well as expand geographically, with US being the primary target.
As a Sales/Business Development Manager, you will be responsible for driving the entire sales cycle from initial customer engagement to closed sales primarily for North America & Europe market.
What you will do:
- Leading sales demonstrations, following up with the prospect throughout the cycle via multiple mediums including email & phone calls and bringing to closure
- Staying in touch with the prospect to understand their requirements and feedback, and acting accordingly
- Playing a critical role in planning the sales and operations functions to ensure the business goals are entirely aligned
- Helping make data-driven decisions and recommendations for improving the sales funnel and process
- Monitoring daily operations and addressing potential issues when they arise
- Phone calling, both cold calls initially to follow-up calls where necessary (even though maximum communication will be written)
Desired Candidate Profile
What you need to have:- Minimum 3 years of experience in a similar role is mandatory
- Prior experience of working in B2B Enterprise software sales is preferred
- Previous experience of dealing with enterprises or small businesses and not just selling to consumers
- Resourcefulness to come up with new ideas to re-engage dormant leads
- Exceptional communication skills, both written and verbal
- Flexibility to work until 3 am IST to support US time-zone
- Ability to make smart use of digital tools to organise data, manage CRM, automate parts of the task
- Eagerness to build a career in Sales/ Business Development
- Open to work in US/Night shift
- Helping define new benchmarks of performance in a fast-growing startup environment
- Owning sales targets to facilitate membership sales and renewals
- Understanding the prospective customer's needs and goals, and suggesting relevant programs
- Setting trial classes, following-up with the prospects to collect feedback and pushing for conversions
What you need to have:
- Good at convincing others, and enjoys sales thoroughly
- Excellent communication skills with expert-level fluency in English
- A highly driven self-starter, with very strong ownership of their work
- Strong mindset to delight customers
- Keen interest in mind-body wellness/fitness
- 1 Year+ Experience (Ideally in a sales / business growth / start-up space / customer facing role)
- Immediate joiners preferred
Preferred Skill Sets: Keen interest in education. Being interested in mentoring students. A knack for sales and positioning an idea.