AVP - Sales - PMS/AIF - BFS

AVP : Sales PMS / AIF

Location : Chennai / Bangalore

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.

Ravi Suryawanshi
Senior Executive - Search

9867303334