Role & responsibilities

- Handling Direct sales team for Mutual funds, Insurance, FD within the assigned region.
- Generating mutual fund, Insurance business through direct sales team of Relationship Managers.
- Increasing overall Mutual Fund AUM
- To plan & implement training on modules for investment planning & impart product knowledge via onsite workshops and conference training through area team.
- Ensure periodic Portfolio review & counselling for high-end and Select Clients is conducted

Preferred candidate profile

To mutual funds, fixed deposits, & other financial products business to existing set of customers, recent customer acquisition through corporate and BTL activities in the assigned geography.

- MBA/ Graduate with 7+ years of Sales and Marketing post qualification relevant experience
- Team handling experience is must

Good market knowledge

- Analytical skills
- Communication skills
- Decision Making skills
- Positive Attitude
- Convincing skills

📌 Regional Head Investment SolutionsDH) (Delhi)
🏢 Mahindra Finance
📍 Delhi