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Sales Manager
3 months ago
Our focus is on providing goal-based financial planning in various financial instruments, including Mutual Funds, PMS, Alternative Investment Products, and complex financial products.
Our team consists of professionals with diverse backgrounds, including MBAs. We understand the needs of corporate clients and high-net-worth individuals (HNIs) in wealth management and offer tailored solutions. We currently manage over 400 million in wealth and serve wealthy families in various parts of India and abroad.Role DescriptionThis is a full-time on-site role for a Sales Manager - Mutual Funds. The Sales Manager will be responsible for day-to-day sales operations and managing client relationships.
They will identify and target potential clients, conduct meetings and presentations, provide financial advisory services, and assist clients in selecting the right investment products.
The Sales Manager will also collaborate with the internal team to develop and implement sales strategies and achieve revenue targets.
QualificationsStrong sales and negotiation skillsKnowledge of Mutual Funds and other investment productsAbility to build and maintain client relationshipsExcellent communication and presentation skillsGoal-oriented and self-motivatedAbility to work independently and as part of a teamCertifications in Mutual Fund Distribution is a plusBachelor's or Master's degree in Finance, Business, or related field