Regional Head - Mutual Funds - BFSI

Regional Head - Mutual Funds

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

- To up sell Company 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.