Posted By
Mousumi Das
HR at Waytogo Consultants
Posted in
Sales & Marketing
Job Code
1442118
Key Responsibilities:
Upselling and Product Promotion:
- Promote the entire product line of Mutual Fund and other Financial Assets offered by the AMC.
- Upsell Mutual Fund products to existing clients to enhance their investment portfolios.
Client Acquisition and Relationship Management:
- Acquire High Net Worth Individual (HNI) clients, focusing on the Affluent and Super Affluent Client segments.
- Develop strategies to attract new clients and increase Assets Under Management (AUM) from preferred clients.
- Build and maintain long-term relationships with clients, acting as the primary point of contact for their investment needs.
Business Development and Achievement of Targets:
- Achieve assigned business targets through effective client acquisition and upselling strategies.
- Enhance and upgrade client relationships to increase their net worth and investment with the AMC.
Channel Partner Management:
- Develop and nurture relationships with channel partners to drive mutual business goals.
- Collaborate with channel partners to achieve sales targets and expand market presence.
Sales Execution and Client Engagement:
- Implement monthly sales plans to acquire new clients and achieve revenue targets.
- Maintain regular contact with all assigned clients through weekly/monthly calls and meetings to provide updates and address their investment needs.
Skills and Qualifications:
- Proven experience in B2B sales, preferably in the financial services industry with a focus on Mutual Funds.
- Strong understanding of Mutual Fund products and financial markets.
- Ability to generate leads, acquire clients, and manage relationships effectively.
- Excellent communication and interpersonal skills to engage with HNI clients and channel partners.
- Goal-oriented with a strong drive to achieve targets and deliver results.
- Knowledge of regulatory requirements and industry best practices.
Education and Certifications:
- Degree in Finance, Business Administration, Economics, or a related field.
- Relevant certifications such as AMFI (Association of Mutual Funds in India) certification would be advantageous
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Posted By
Mousumi Das
HR at Waytogo Consultants
Posted in
Sales & Marketing
Job Code
1442118