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

Positive market knowledge
Analytical skills
Communication skills
Decision Making skills
Positive Attitude
Convincing skills

📌 Regional Head Investment Solutionsdh Delhi
🏢 Mahindra Finance
📍 Delhi