Sales & Client Servicing Manager- Wealth-Kochi
6 days ago
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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kochi, India Merito Full timeOur 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 SalesEmpanel with distributorsto sell the Portfolio Management SchemesGenerate sales as per targets laid down through a...
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