We are hiring for a sales professional with acumen in handling HNI and ultra HNI clients for Portfolio Management Services Roles & Responsibilities: Sales: - Empanel distributors to sell the investment management schemes. - Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channels, 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 the overall organization's objectives - Achieve set targets through designed strategy - Keep monitoring & review strategy on a going 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 are as per proper compliance internally and as per regulatory requirements. - Ensure all distributor agreements/client documentation has met with all regulatory & compliance requirements on an on-going basis. Required Eligibility: - Minimum 5+ years experience in handling HNI and Ultra HNI clients. - Private Bankers with Channel Partner experience.

Mumbai

AVP - Sales - Portfolio Management Services 

AVP - Sales - Portfolio Management Services  ,Job Description for AVP - Sales - Portfolio Management Services  in Vitasta Consulting in  Mumbai for (8-13) years of experience. Apply Now!

Job Description for AVP - Sales - Portfolio Management Services  in Vitasta Consulting in  Mumbai for (8-13) years of experience. Apply Now!