Looking for a senior Business and Sales professional to drive business relationships for one of the fastest-growing, - Portfolio management company and advisory- firm led by an Ex CIO of Top Funds that offers array of PMS & Advisory services to HNI & UHNI clients

Qualification-Post graduate with strong communication skills and 10+ years of relevant experience and knowledge of Securities Market regulations and strong marketing and networking skills who can build and manage teams as well.

Key Deliverables :

- Empanel distributors to sell the investment 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.

- To generate processes and MIS for effective sales monitoring and reporting.

- Handling channel and client queries.

Strategy planning:

- Plan overall strategy of the department in alignment with overall organization's objectives

- 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 ongoing basis

Key Skills

- Interpersonal / Communication Skills

- Networking and Market Intelligence

- Strong Client Relationship Skills

- Result Orientation

- Collaborative Approach

Qualification

- MBA - Marketing / Finance

Experience

- 10+ years experience in handling HNI and Ultra HNI clients.

- Private Bankers with Channel Partner experience.

Functional Competencies:

- Macro Market & Economy Understanding

- Expert Level Understanding on Financial Products / Asset Classes

- Financial Planning / Portfolio Management

- Selling Skills / Customer Acquisition

Behavioral Competencies

- Lives the Company Values

- Business Awareness and Market Knowledge

- Customer Centricity

- People Connect

- Result Orientation

- Networking Ability

Salary offered: 12-24LPA

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.