Mutual Fund Advisors
2 weeks ago
Experience: Minimum 3 – 5 Years of direct or cross / up-selling of Mutual Funds Sales
Qualification: Any Graduation/ Preferred MBA
Job Description: Sales Manager: Mutual Fund
1. Responsible for managing Direct Sales to Retail & HNI Clients
2. Promote all the Product line of Mutual fund
3. Responsible for generating desired AUM
4. Generate fresh leads and acquire clients through reference to shore up the clientele
5. Achieve sales and revenue targets spread across product mix
6. Profiling customers and provide Investment plan & financial advice to the client/ HNI clients as per their investment horizon and Risk appetite
7. Ensuring the highest levels (One point of contact ) of service to clients
8. Ensuring compliance with internal procedures & meet all regulatory compliance & requirements
Principal Attributes:
1. Self- Driven person who wants to do well in the industry2. Has sound knowledge about Debt & Equity market3. Networking across Institutional clients Hierarchy wise.4. Understands operations and business model of Institutions.5. Deliver high standards of service and maintain high levels of operational integrity6. Promote an environment that supports diversity and reflects the Company brand7. Demonstrates teamwork and takes active interest in the team discussions8. Ensure Growth, Expenses & profitability parameters of the company
Qualification & Experience: Grad / PG / MBA with min 3-5 years of experience of Mutual Fund Sales
Certification (if any): NISM Certification will be an added advantage
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