Avani Consulting
Relationship Manager- IFA/MFD
2 months ago
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Important information
Contract type:
Permanent
Location:
Meerut, Uttar Pradesh, India
Work mode:
Onsite
Published on:
17 August 2026
What they need
1.Responsible for Sales from assigned distributors.
Responsible for advising the bank 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 through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brochure), mailers, group meetings.
Take steps for development of long term relationship/association with the key/potential clients in order to generate repetitive business.
Should be sensitive to the needs of clients in terms of Product Updates, Query resolution and ensure proper follow up etc.
Ensuring that the bank emloyeess are trained on all products and Operational procedures and Informed on the Regulatory Changes on regular basis.
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