Trust Group - Zonal Manager - Client Acquisition/Distribution - IIM/ISB/MDI/FMS

Talent Profile : Zonal Manager - Client Acquisition/ Distribution

Organisation : TRUST

Location : Mumbai

Position Title : Associate Vice President

Function : Non Institutional Sales

Reports to : Head - Non Institutional Sales

Reportees : None

Qualifications : 

- 8-10 years of experience in financial markets, with exposure in debt for a few years is must

- MBA/ PGDM from Tier 1 B-school

Work Experience (highlight) :

- To manage and strengthen business relationship with client for achieving Debt products sales targets, market share targets and manage end-to-end distribution channel development to enhance penetration & spread

Core Purpose of the Role:

Client Engagement :

- Client Profiling

- Relationship Management - Build and maintain strong, long-lasting customer relationships

- Partner with customers to understand their business needs and objectives

- Effectively communicate the organizations value proposition through proposals and presentations

- Provide regular value-added engagement with clients

Generating Revenue and Business Development : 

- Drive and Monitor Revenue and Volume Targets

- Ensure optimal Product Penetration including fee based advisory

- Monitor and Drive consistent business with Top 20 Clients

- Maintain the Market Mapping for each client

- Proactively source, acquire and expand high value customer relationship by maximizing sales and service opportunities.

- Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools

- Builds an active internal network, to drive superior multi-channel/market service offering/delivery, thereby creating new opportunities with existing and/or new clients

Sales Operations and Service Delivery :

- Execute transactions, Follow internal SOP norms

- Ensure optimum client servicing in terms of post deal execution, research, advisory, etc

Talent Attribute:

- Good team management, relationship building and management skill

- Excellent communication and presentation skills

- Self-Motivated

- Excellent Communication and influencing skills

- Aggressive