Manager - Retail Sales - Investment Product

Roles and Responsibilities

- To promote all the product line of Mutual Fund/Financial Assets

- To up sell Mutual Fund products through integrated channel i.e. through IFA / MFD / ND / Banking channel.

- To generate fresh leads and acquire clients through reference to shore up the clientele

- Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition and generating AUM from preferred clients

- To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships

- Develop and maintain a long-term relationship with Channel partner

- One point of contact for the assigned client

- To execute monthly sales plan to acquire clients and ensure regular contact with all mapped clients through regular weekly / monthly calls

Experience: Should Have Prior Experience of a minimum of 3+ yrs in a Mutual Fund/ Securities/ Stock Broking / Capital Market / wealth management or Wealth Advisory company is must.

Desired Candidate Profile

Education: Graduate or Post Graduate Degree

Age: 35 Yrs max.

Certification: Must be having NISM V A Certification.

Product Knowledge- Must have a detailed knowledge of all products related to Mutual Fund.