Relationship Manager || Pune

Job Description

Job Description: 

At AIF & PMS Experts India, we are working to develop a digital platform that would collect information and insights from fund houses, screen out funds based on our internal framework, and provide investment professionals with a straightforward experience when allocating money. Manage portfolios and improve the investor experience for alternative investments across AIF and PMS strategies.



Responsibilities:

*) Excellent written and verbal communication

*) Keep prospective client database updated

*) Build contacts with potential clients to create new business opportunities

*) Communicating with customers, making outbound calls to potential clients, and following up on leads.

*) Understanding clients’ needs and identifying sales opportunities.

*) Answering potential clients' questions and sending additional information per email.

*) Explaining and demonstrating features of products and services.

*) Staying informed about competing products and services.

*) Upselling products and services.

*) Researching and qualifying new leads.

*) Closing sales and achieving sales targets.

*) Make cold calls for new & existing business leads

*) Maintain knowledge of service offerings of the company

*) Follow company guidelines and procedures for the acquisition of customers, submission of quotations

*) Update CRM system with all customer communications



Key Factors:

In regards to role’s necessity – the candidate must have excellent communication skills in English. Given the demography – it may be difficult to find one such but preference will be given to Fluent & Neutral English Speaker residing within 5-7 Kmtrs range from our Office.