11+ Business relationship management Jobs in Bangalore (Bengaluru) | Business relationship management Job openings in Bangalore (Bengaluru)

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 bird’s eye view.

• Ability to work in partnership with Federal Bank and drive leads & AUM.

• Service existing clients with the support of the client servicing team

• Adherence to all regulatory, statutory, and corporate compliance standards 

Requirements

• 8+ years of experience in the Wealth Management space

• Must have completed an MBA from a premier business school.

• Should have a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE, etc.) & markets.

• English is mandatory and command of the local language would be beneficial. 

• Ability to work in tandem with our channel partner and generate leads & business. 

• Good communication and presentation skills

Roles and Responsibilities

- Calling people who have filled the signup or contact form

- Finding leads online/offline who match the criteria of the target customer

- Make cold calls to the leads generated

- Handle both outbound/inbound calls

- Update systems, CRMs, Excels, Google Sheets

- Give platform demo to interested customers

- Write articles/knowledge base for tutorials on how to use the product

- Support customers for any queries about the product

Desired Candidate Profile

- Should have great convincing skills

- Should have strong negotiating skills

- Should be able to pitch the client understand the customer instead of repeating a fixed sales pitch

- Should have always achieved targets or beyond

- Should be able to Tech Savvy

- Go-getter attitude, self-starter, instead of manager or management having to follow up to get work done or to remind about targets

- Well organized with handling data, sales funnel and reaching out to the customers on time

- Soft-spoken and delight for customers to speak to

- Must have email writing skills to follow up or share information

- Can be on phone for a long time and familiar with using dialer systems

If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!

The WH/TL is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.(S)he would be helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. (S)he would be a business manager as he would be responsible for P&L of his team.

 Wealth Management, Financial Services, Broking

 Responsible for development and management of respective zone teams, comprising Team Leaders, RMS

Responsibilities:

 Handling a team of Wealth Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high

 Maintaining profitability targets by ensuring good IRR and cross sell

 Identifying streams for revenue growth & developing business plans to build consumer preference

 Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues

 Monitoring client’s portfolio performance and rendering sustained advisory services for securing high ROI

 Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level

 Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process

 Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team

 To ensure achievement of acquisition ,activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers

 To ensure achievement of business and revenue targets attributed for the company.

 Conduct performance reviews for effective monitoring and measuring of results.

Qualifications: Graduate/ MBA/PGDM in Finance

Job Title

Sales Executive

PWIP, Bangalore

Job Summary

We're seeking an enthusiastic salesperson to join our team. Generating leads, conducting sales

calls, maintaining our CRM database, and fulfilling sales targets are all tasks of the sales

executive.

Description of Job Duties 

 Developing sales strategy and setting sales goals.

 Prospect research and lead generation.

 Building communication with potential and existing customers through phone, email,

and in person.

 Answering questions, inquiries, and complaints from customers.

 Creating and sending proposals and quotes.

 Using specific software packages to manage the sales process.

 Creating and managing a CRM database.

 Meeting sales goals on a daily, weekly, and monthly basis.

 Attending meetings with the sales staff.

Skills & Requirements

 Should be able to join immediately

 High school diploma.

 1+ years of sales experience.

 Excellent sales and customer service abilities.

 Strong communicator, both verbally and in writing.

 Excellent communication and presenting abilities.

 Microsoft Office, CRM, and sales software programs expertise.

 Good problem-solving and negotiation abilities.

Salary Range

300000- 360000 Per Annum 

Location

Bangalore

Language

Hindi, English, and Karnada is mandatory

Company Info

PWIP creates a strong product line-related network of Traders, Distributors, Wholesalers,

Processors, Millers, Farmers, Exporters,

check product prices, place bulk purchases, and network with their relevant target partners.

Requirements:

 Time management and prioritising workload

 Industry Knowledge and Experience desirable

 Working knowledge of Microsoft office

 People management skills

 Excellent oral and written communication skills

 Presenting skills

Roles and Responsibilities:

 Manage the overall running of the sales team

 Develop and implement strategic sales plans that expand a company’s customer base and Solidify its presence

 Achieving growth and hitting sales targets by successfully managing the team and by assessing the teams’ strengths and weaknesses.

 Developing and implementing new sales initiatives, strategies and programmes to capture key demographics

 Liaise and develop professional relationships with team members.

 The setting of objectives for all team members.

 Conducting regular 1 2 1’s business day meeting

 Absence management

 Performance management

About the role: Business Executive Development will be responsible for driving company sales by sourcing new clients, and by convincing existing clients to purchase added offerings. As such, business development executives play an integral role in companies' longevity.

Responsibilities:

• Developing and executing sales plans to meet and exceed monthly and quarterly sales goals
• Identifying new revenue opportunities
• Assisting with marketing and promotional projects
• Negotiating with clients to secure the most attractive prices
• Attending networking activities to research and connect with prospective clients.

Requirements:

• Great networking skills.
• Ability to create actionable marketing strategies
• Leadership and strong communication skills
• Strong customer service skills

About the Role: Sales operations is a vital function within an organization that focuses on optimizing and improving the effectiveness of sales processes. Operating behind the scenes, sales operations professionals play a crucial role in supporting the sales team and driving revenue growth.

Responsibilities:

·      Optimize sales processes and workflows for maximum efficiency.

·      Oversee the implementation and maintenance of Customer Relationship Management (CRM) system.

·      Analyze sales data and prepare reports to provide insights and recommendations.

·      Forecast sales and set goals for the team

Requirements:

·      Excellent communication and collaboration skills

·      Problem-solving and critical thinking abilities.

·      Knowledge of market trends and competitive landscape.

• · Detail-oriented with exceptional organizational skills

• Play an integral role in new business pitches and hold responsibility for the effective on-boarding of new clients and operate as the lead point of contact for any and all matters specific to your customers
• Develop a trusted advisory relationship with key accounts, customer stakeholders and executive sponsors
• Provide strategic pre sales support for sales activities including needs analysis, data review, product demonstrations and other general sales support
• Mine the existing accounts for new business possibilities and utilizing available resources to drive account retention and growth
• Proactively assess, clarify, and validate customer needs on an ongoing basis and document as SOW
• Work cross-functionally with business development, marketing, product, technology and finance teams to ensure the timely and successful delivery of the solutions per to customer needs 
• Analyze latest marketing trends using CRM and analytics tools and tracking industry activities and providing valuable inputs for fine-tuning marketing strategies.

1. Generate qualified opportunities for the company by rigorously prospecting and researching in the given region/ market/ industry. Information about MEDDIC is a plus
2. Being the face of CM.com’s and introducing the company and the product to the prospects so as to generate funnel.
3. Write creative communication (emails/ Inmails) to grab  the attention of prospects.
4. Ideate and innovate methods to improve SDR metrics

About the role:  

• We are looking for an ambitious and energetic Business Development Associate to help us expand our clientèle. You will be the front face of the company and will have the dedication to create and apply an effective sales strategy.

• The goal is to drive sustainable financial growth through boosting sales and forging strong relationships with clients.Individuals who are comfortable interacting with a wide range of people can become business development associates. Great interpersonal skills promote interest, which can ultimately lead to purchases. It also doesn’t hurt to have a pleasant phone voice. Other essential factors include:

• Salesmanship – understanding the needs of others and presenting your company as capable of meeting their desires leads to buying

•  Thick skin – potential customers do not always wish to be contacted and sales efforts fail quite routinely, so the ability to move on from negative situations is imperative 

• Multitasking skills – juggling multiple projects and clients is commonplace and requires good time management, attention to detail, and prioritization

• Industry background – experience in the area in which one is selling can be required or at least helpful, such as healthcare knowledge when promoting medical insurance

• Analytical skills. Person must evaluate the characteristics of each client to determine the appropriate insurance policy.

• Communication skills. Person must be able to communicate effectively with customers by listening to their requests and suggesting suitable policies.

• Initiative. Person need to actively seek out new customers to maintain a flow of commissions.

• Self-confidence. Person should be confident when making “cold” calls (calls to prospective customers who have not been contacted before). They must speak clearly and persuasively and maintain their composure if rejected.

 Responsibilities:  

• Your primary focus is to identify, pitch, negotiate and on-board new clients on the field. You will work on game-changing ideas, use deep business insight and market knowledge to play a critical role in bringing prospects through the full sales cycle.

• Prospect using Linked in, lead lists, and existing clients to qualify for corporate sales leads

• Design new & innovative approaches to reach corporate decision-makers at scale, using tools and technologies. Meet corporate HRs and business owners, and close deals as efficiently

• Making powerful sales presentations and create solutions based on needs of the prospects and handling negotiations

• Ensure business target achievement: Pipeline building, Client conversion, Onboarding and Revenues