Posted By
Posted in
Sales & Marketing
Job Code
1443813
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.
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Posted By
Posted in
Sales & Marketing
Job Code
1443813