Regional Head - Sales - Mutual Funds

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

- To up sell MF products to HNI/UHNI 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

- Will contact for profile screening & further interview process.

7299993116

Ananthi Prasad.