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14/10 Poonam
Vice President at ProGrace HR

Views:401 Applications:140 Rec. Actions:Recruiter Actions:0

Assistant Vice President - Sales - BFSI (5-10 yrs)

Mumbai Job Code: 856005

Assistant Vice President - Sales - BFSI (5-10 yrs)

AVP - Sales

Location : Mumbai

CTC : 30 Lacs pa

Qualification : MBA - Marketing / Finance

Experience :

- 5+ years- experience in handling HNI and Ultra HNI clients.

- Private Bankers with Channel Partner experience

Reports to : Sales Head / CEO

Job Responsibilities :

Sales :

- Empanel distributors to sell the investment management schemes (PMS / AIF)

- Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel and direct clients, as outlined.

- To generate processes and MIS for effective sales monitoring and reporting.

- Handling channel and client queries.

Strategy planning :

- Plan overall strategy of the department in alignment with overall organization's objectives

- Achieve set targets through designed strategy

- Keep monitoring & review strategy on ongoing basis

Internal Coordination :

- Liaising with senior management to arrive at clear objectives for the department

- Resource planning

- Liaising with investment teams to enable client interaction & information

- Liaising with operations and ensure smooth functioning between department & operations

- Ensure proper compliance with respect to all channel partners - distributors / clients etc.

Compliance :

- Ensure all activities is as per proper compliance internally and as per regulatory requirements

- Ensure all distributor agreements / client documentation has met with all regulatory & compliance requirements on ongoing basis.

Key areas of Expertise- Sales, Channel management, Product Analysis, Investment Advisory, Portfolio Management Services (PMS), Private Equity (PE), Business Development, MIS, Relationship Management.

Functional Competencies :

- Macro Market & Economy Understanding

- Expert Level Understanding on Financial Products / Asset Classes

- Portfolio Management

- Selling Skills / Customer Acquisition

Job Opening with Leading Investment Managers.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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