Wealth Sales Manager - BFSI

Wealth Sales Manager

Job Purpose :

- Responsible for building & maintain relationships with assigned Banks & Wealth partners to enable business growth in products like Mutual Funds, PMS, AIF & Passive Funds.

Key Deliverables :

- Achieve Assigned Gross Sales & Net Sales Targets.

- Actively share product, market related information with assigned relationships.

- Carry out huddles, group meetings, one on one meetings with assigned relationships in order to improve market share.

- Ensure periodic coverage for all assigned relationships.

- Ensure timely service.

- Carry out joint meeting with distribution partner clients.

- Respond to escalated issues/ complaints related to Banking operations

Role Requirements :

- Educational Qualifications : Graduation, NISM VA & 21 A Certification.

- Experience : 3-8 Years

Domain Knowledge :

- Understanding of markets, trade knowledge, understanding of the channel sales & various investment options.

Skills :

- Good communication skills, Group presentation, Excel & Power Point.