Areas Sales Manager, Investments

17 hours ago

Delhi Mumbai NCR Vijayawada, India QuickTurtle Full time ₹ 12,00,000 - ₹ 36,00,000 per year

1) Expertise in Financial Products: Possess extensive knowledge and understanding of diverse financial products including Mutual Funds, PMS, AIF, Corporate Deposits, Bonds NCDs, Insurances, and stock broking.

2) Team Leadership: Lead and manage a team of Asst ASMs RMs, utilizing at least 5- years of prior experience in team management.

3) Should go on client calls with the Asst ASMs RMs

4) Collaboration and Marketing: Work closely with the marketing team to effectively market products. Collaborate with Relationship Managers, Dealers, and Partners for product distribution.

5) Goal Achievement: Drive and coordinate different teams and departments to achieve established goals and objectives.

6) Stakeholder Engagement: Present product strategies to partners and stakeholders, outlining plans, potential risks, and opportunities.

7) Client Engagement: Regularly meet with clients to understand their interests and preferences.

9) Feedback and User Communication: Solicit and incorporate feedback from various user groups including Asst ASMs/ RMs, Dealers, Equity Advisors, Franchisees, and end clients. Maintain ongoing communication with existing users regarding product changes.

10) Market Intelligence: Analyze competition through market intelligence, refining strategies accordingly.

11) Data Reporting: Collect market data and prepare reports for the Marketing and Leadership teams.

12) Training and Development: Oversee product department training initiatives for RMs, Dealers, operations, and customer service personnel, ensuring effective product knowledge transfer.

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