Role Overview :

As the AVP - Sales (Wealth and Mutual Fund), you will spearhead the sales strategy and execution for wealth management and mutual fund products within the Mumbai region. You will be responsible for leading and mentoring a team of sales professionals, driving revenue growth, and expanding our market share. This role involves working closely with high-net-worth clients, understanding their financial goals, and providing tailored investment solutions. Your leadership will directly impact the financial well-being of our clients and contribute significantly to the overall success of the organization.

Key Responsibilities :

- Develop and implement sales strategies to achieve revenue targets for wealth management and mutual fund products, ensuring alignment with overall business objectives.

- Lead, mentor, and motivate a team of sales professionals, providing guidance, training, and performance feedback to maximize their potential and drive sales performance.

- Cultivate and maintain strong relationships with high-net-worth clients, understanding their financial needs and providing customized investment solutions.

- Identify and pursue new business opportunities through networking, referrals, and targeted marketing initiatives, expanding the client base and market reach.

- Monitor market trends, competitor activities, and regulatory changes, adapting sales strategies and product offerings to maintain a competitive edge.

- Ensure compliance with all relevant regulations and internal policies, maintaining the highest standards of ethical conduct and client service.

- Collaborate with other departments, such as marketing, product development, and operations, to ensure seamless delivery of services and a positive client experience.

Required Skillset :

- Demonstrated ability to develop and execute successful sales strategies in the wealth management and mutual fund industry.

- Proven leadership skills with the capacity to effectively manage, motivate, and develop a high-performing sales team.

- Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with high-net-worth clients.

- In-depth knowledge of financial markets, investment products, and wealth management principles.

- Strong analytical and problem-solving skills, with the ability to assess client needs and recommend appropriate investment solutions.

- Bachelor's degree in Finance, Business Administration, or a related field; MBA or relevant professional certifications (e.g., CFP, CFA) preferred.

- Adaptability to work in a fast-paced, dynamic environment and navigate the complexities of the BFSI sector.

- Minimum of 10-15 years of experience in BFSI sales, with a focus on wealth management and mutual funds.