Job Role - The key areas of responsibilities are as follows:
- Increase AUM, Net Sales, and Market Share of the branch.
- Acquisition of new corporate / SME clients.
- Servicing of existing Corporate Client Book.
- Experience in Private Banking Channel.
- Ensuring development of new High Net worth, PF Trusts, Banks, SMEs , etc.
- Monitoring the servicing of clients with regards to their payments, redemptions, and specific queries
- Providing the acquired clients with portfolio updates on the mutual fund investments on monthly basis
Knowledge & Essential Skills:
- Ability to think through & implement necessary strategies to insure healthy shares in the region
- Relationship skills necessary to manage high end distributors & investors.
- In-depth knowledge of MF industry, products & Financial Markets as Equity, Debt ,ETFs
- Experience in SME segment / PF Segment in AMCs and Banks
- High Enthusiasm & Aggression
- Ability to work in a team
- Pleasing personality & an excellent communication skills
Keyskills: Mutual Funds Private Banking Sales Management
Company ProfileTalent Leads HR Solutions Pvt LtdTalent Leads HR Solutions (P) Ltd. is an Executive search & Recruitment firm managed by a team of professionals. We conduct searches for top, senior and middle level professionals for startups and large organizations across multiple industries throug...