Posted By
Posted in
Sales & Marketing
Job Code
846255
Strategy planning:
- Plan overall strategy of the department in alignment with the overall organization's objectives
- Achieve set targets through a designed strategy
- Keep monitoring & review strategy on an 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 are as per proper compliance internally and as per regulatory requirements.
- Ensure all distributor agreements/client documentation has met with all regulatory & compliance requirements on an 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+ year's experience in handling HNI and Ultra HNI clients.
- Private Bankers with Channel Partner experience.
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Posted By
Posted in
Sales & Marketing
Job Code
846255