AVP - Distribution PMS - HNI/UHNI - Stock Broking House

AVP - Distribution PMS - HNI/UHNI - Stock Broking House (5-10 yrs)

#BFSI Sales #Banking #Sales #Distribution #Private Banking #Wealth Management #Sales Head #Sales Strategy

Position: AVP - Distribution PMS

Reports to: CEO

Job Responsibilities

Sales :

- Empanel distributors to sell the investment management schemes

- Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel and direct clients, as outlined.

- To generate processes and MIS for effective sales monitoring and reporting.

- Handling channel and client queries.

Strategy planning:

- Plan overall strategy of the department in alignment with overall organization's objectives

- Achieve set targets through designed strategy

- Keep monitoring & review strategy on ongoing basis

Internal Coordination

- Liaising with senior management to arrive at clear objectives for the department

- Resource planning

- Liaising with investment teams to enable client interaction & information

- Liaising with operations and ensure smooth functioning between department & operations

- Ensure proper compliance with respect to all channel partners - distributors / clients etc.

Compliance:

- Ensure all activities is as per proper compliance internally and as per regulatory requirements

- Ensure all distributor agreements / client documentation has met with all regulatory & compliance requirements on ongoing basis

Key Skills

- Interpersonal / Communication Skills

- Networking and Market Intelligence

- Strong Client Relationship Skills

- Result Orientation

- Collaborative Approach

Qualification

- MBA - Marketing / Finance

Experience

- 5+ years- experience in handling HNI and Ultra HNI clients.

- Private Bankers with Channel Partner experience.

Functional Competencies: - Macro Market & Economy Understanding - Expert Level Understanding on Financial Products / Asset Classes - Portfolio Management - Selling Skills / Customer Acquisition