- Engaging with distributors (IFA / Banks / NDs) to garner sales.
- Manage direct selling to cater to the HNI customers in the area.
- Leverage on market opportunities and develop new client relationships and accounts
- Identify & empanel current IFA in the area.
- Plan, develop and implement business strategies for overall growth of the area allocated & the distributors & bank RM’s in that area, with the objective of improving sales and enabling business expansion
- Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active
Distributors
- Handle branch IR & DS activities with the help of office staff / trainee
- Relationship management and brand building exercises that enhance visibility and goodwill
Job Requirements
- 4-6 years of relevant selling experience.
- Proven track record of client value creation
- Exemplary communication and client engagement skills
- Domain knowledge of investments / mutual funds necessary.
Educational Qualifications
- MBA/PGDM – Finance and/or Marketing
- The candidate must have good communication & presentation skills.
- The candidate should have experience in Mutual Fund Sales & sound knowledge of Mutual Fund
Products.
- The ideal candidates should have knowledge of Capital Markets & value creation for clients.
- Self-starter, proactive & target oriented behaviour will be appreciated.