Corporate Sales Role - Mutual Fund Division

Job Summary

Incumbent will be responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Mutual Fund

Responsibilities and Duties

- Offering mainly Mutual Fund Products, a wide range of Financial Services and Wealth Management Solutions to Institutions, Corporations, High-Net Worth Individuals and Families.

- Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile

- Selling Mutual Fund/ Equity/Debt/Currency/Alternate Investments

- Responsible for building AUM and revenue generation as per company benchmarks

- Responsible for meeting cross sales targets

- Ensuring high quality service and key Customer Relationship Management

- Comply with KYC/SEBI rules, regulations and legislation

Required Experience, Skills and Qualifications

Qualification : Graduate/ Post Graduate/ MBA

Strengths - 

- Good business sense

- Product knowledge

- Result oriented

- Prospecting and closing skills

Technical skills - 

- Good working knowledge in MS-OFFICE

- Effective PPT presentations in POWER POINT

- Internet savvy