Posted By
Posted in
Sales & Marketing
Job Code
1023994
The role will be responsible for Regional sales and fee budget and shall liaison with different verticals and partners to optimize the business and will be stationed at different Regions. They will also be responsible for product planning and portfolio of HNI clients of the regions and ensure liaison with them.
Job Description :
- Adopting right selling process will also be the accountability of the person.
- The person should have 12-15 years of experience of handling direct & channel sales of Wealth Management products comprising of Mutual Funds, Bonds, Insurance, PMS, REIT, Structured products etc.
- Relevant working experience of Wealth management division of large banks, Life / Non-Life Insurance company, Mutual Funds, Large private sector banks will be preferred.
- Extensive knowledge, understanding and execution capability of Insurance and Investment products.
- He/she should be conversant with financial market trends and practices and also capable of handling HNI sales and portfolio management.
- Prior experience on channel management for Insurance/Investment products will be preferred.
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Posted By
Posted in
Sales & Marketing
Job Code
1023994