Wealth Manager
2 weeks ago
Sales Achievement Attain Gross Sales and Net Sales targets for AIF products within the designated geographic territory.
Client & Relationship Management Provide comprehensive support for the acquisition and servicing of HNI/UHNI clients via direct channels. Foster strong, ongoing relationships with clients to drive product adoption and increase sales.
Event & Campaign Execution Plan, organize, and execute client engagement events aimed at increasing awareness and driving sales of Alternate Products.
Market Development Travel within the assigned region as necessary to generate new business opportunities and provide on-the-ground support for AIF sales.
Process Adherence & Reporting Adhere to established sales processes and maintain accurate, timely reporting on all business activities and outcomes.
Market Intelligence Utilize internal and external data sources to gain strategic insights and focus efforts on business development. Stay up-to-date with market trends and developments in AIF products to effectively communicate the fund house's views and product positioning.
- Internal Coordination Collaborate closely with internal teams, including sales support and investor services, to ensure timely and high-quality responses to client requirements
.
• Compliance & Communication Ensure all communication from the sales team is factually correct, aligns with internal procedures, and complies with regulatory requirements.
Job Type: Full-time
Pay: ₹13, ₹35,000.00 per month
Benefits:
- Health insurance
- Provident Fund
Work Location: In person
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