Manager - Business Development/Wealth Management/Sales & Client Servicing - Financial Services/Broking

Business Development - Sales & Client Servicing Manager - Wealth Management

Our client is a leading investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles & Responsibilities :

- Experience In B2B Sales.

- Empanel with distributors to sell the Portfolio 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.

- Handling channel and client queries.

Strategy Planning :

- 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 an ongoing basis.

Requirements :

- Graduate.

- Great command over English & Regional Language.

- Experience 4 - 5 years of B2B Sales.