Manager - Sales & Client Servicing - BFSI

Our client is a leading investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles and Responsibilities:

- Empanel distributors to sell the investment portfolio management schemes

- Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel, and direct clients, as outlined.

- Handling channel and client queries

Strategy Planning:

- 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 an ongoing basis.

Requirements

Graduate

Great command over English & Regional Language.

Experience 4 - 5 years of B2B Sales