Regional Head - Mutual Fund

Roles and Responsibilities :

1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Mutual Fund Products

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

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

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

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

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

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

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

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

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

Candidate Profile:

Desired Candidate Profile :

Education Background MBA in Marketing/Finance

Work Experience 10-18 Yrs of Sales experience

Critical Skills Required

Technical - knowledge, competition, market

People - team management, channel / work allocation

Asset allocation understanding

Multi tasking

Influencing Skills

Interpersonal skills

Business & Service Orientation

Result oriented

Contact Management

Experience: 10 to 20 years

Annual CTC: Rupees 17,00,000 to 22,00,000