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Shweta

Director - Operations at Profacto

Last Login: 23 June 2020

8241

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300

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281

RECRUITER ACTIONS

Job Code

787033

Senior Manager - Channel Sales - BFSI

3 - 6 Years.Mumbai
Posted 4 years ago
Posted 4 years ago

Roles & Responsibilities :


- Having good experience of managing relationship with High Net-worth Individuals and corporates. Having good understanding about the needs of various types of investors.

- Managing a decent size of client AUM across different financial products.

- Having good understanding various financial products ranging from Fixed Income instruments, Mutual Funds, PMS, Alternate Investments, structured investments, Insurance, Real Estate investment products, etc.

- Good presentation skills and communication skills to pitch for advisory and Wealth Products to all kinds of clients

- Ability to cross sell products based on risk profile and suitability.

- Ability to work with targets and manage the revenue expectations with different products and addition of fresh clients through own client referrals, work site marketing, HNI meets, etc.

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Posted By

user_img

Shweta

Director - Operations at Profacto

Last Login: 23 June 2020

8241

JOB VIEWS

300

APPLICATIONS

281

RECRUITER ACTIONS

Job Code

787033

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