Relationship Manager

Lead Identification

Identify and qualify potential clients through market research, networking, and industry events.

Conduct thorough research to understand clients investment patterns and strategies.

Client Engagement

Initiate and conduct calls and meetings with potential clients to present our fixed income solutions.

Understand clients financial goals and explain the benefits of including fixed income in their investment portfolio.

Lead Conversion:

Work closely with dealers to introduce qualified leads and facilitate the conversion of prospects into clients.

Provide ongoing support and information to clients to aid in the decision-making process

Sales Activities:

Plan and execute targeted sales activities Pan India.

Stay updated on market trends and competitor activities to refine sales strategies.