Sales & Client Servicing Manager- Wealth-Kochi

7 days ago


kochi, India Merito Full time
Our client is a leading investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Roles & Responsibilities:
  • Experience In B2B Sales
  • Empanel with distributorsto sell the Portfolio 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.
  • Handling channel and client queries
Strategy Planning:
  • 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 an ongoing basis.

Requirements
  • Graduate
  • Great command over English & Regional Language.
  • Experience 4 – 5 years of B2B Sales



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