Vice President - Sales & Marketing - Financial Services

Job Duties :

- Actively and continuously meet new potential clients across HNI, family office, corporate treasury and broker categories with active follow-up to drive conversion

- Independently acquire and manage new clients and meet the targets as defined by KRA

- Brainstorm new ideas on reaching out to new clients

- Manage on-boarding process for all new clients: Handle documentation & related queries with the client and liaise with custodian/clearer or fund admin or brokers as required

- Maintain CRM to streamline marketing by inputting all meeting notes, updating follow-ups and generating various pipeline reports across all products (working closely with our current Investor Relations Analyst)

- Monitor and address clients Investment-related requirements

- Build and maintain long term relationships to drive higher - share of wallet - with each client

- Ensure compliance with key regulatory and bank level requirements

- Follow-up with distributors and 3rd party marketers for initiating them to market our various products

Required Skills and Qualifications :

- Proven ability to close new business (convert prospective investors into clients for one or more of our investment products)

- An outspoken and easy to mingle individual

- Excellent written and oral English communication skills required

- Highly motivated Self-starter who works hard and multi-tasks effectively

- Keen attention to detail is absolutely critical with strong process-oriented attitude

- Experience working in team environment

- Strong PowerPoint skills required

- CRM database experience and graphics design experience preferred

- Ability to travel extensively within India

- Minimum 3 years of Sales/Marketing experience within Financial Services

- Prior work-experience in Asset Management, Wealth Management, Private Banking, Mutual Fund or Stock Broking industries