Head - Sales - Mutual Fund Firm

Karnataka Head-Mutual fund sales-Leading Mutual fund company

Key Accountabilities:

- To manage a team 70+ of Team Leads, Relationship Managers, achieve the targets assigned to team in terms of up selling Products

- To up sell MF products to Retail/HNI Clients, as per the assigned database, generation of fresh leads through reference to shore up the clientele

- Regular feedback and review sessions with the team to improve business volume and New client acquisition

- To coach & mentor the sales team and lead them to achieve the targets

- Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business

- Able to close sales call by working closely with RMs whenever required

- Ensuring the team delivers highest level of service to clients/HNI customers

- Create awareness by conceptualizing events, conferences, product sessions for Investors for top-of-the-mind recall

- Ensure timely flow of information internally and externally, monitor external communication of the team regularly.

- Enhancing and upgrading the Client Net worth and achieve sales and revenue targets spread across product mix through the team.

If keen & having team handling exp from mutual fund company or wealth management background , immediately whatsapp me @ 7299993116 - Ananthi Prasad