Branch Manager - Mutual Funds -11 lacs

Wego Consultants

2 - 7 years

5 - 9 Lacs

Salem Tiruchirapalli

Posted:13 hours ago| Platform:

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Skills Required

Mutual Funds Wealth Product Private Banking Portfolio Management Premier Banking Portfolio Management Services Priority Banking HNI Acquisition Financial Advisory HNI Client Handling Wealth Management HNI Sales PMS MF Investment Advisory Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Drive the business by targeting HNI Clients.
Build a strong connect with target audience for maximizing the mind share and market share.
Synergize with all relevant verticals for achieving the desired objective.
Work on customized solution by offering Combo products.

Drives ongoing sales from the defined relationships and contribute towards regions achievements
Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales
Profiles distributors and caters to their requirements to ensure ongoing business from them
Ensures targeted number of folios are added and achieves targeted amount of new SIPs

Conducts regular meetings and contact with the distributors
Undertakes empanelment and activation of distributors
Disseminates updates and other product related information in timely manner
Organizes and executes trainings and engagements for partners

Maintain excellent relationship with existing clients and expansion of key clients
Ensuring high volume of business in the given location/segment to achieve the desired gross sales.
Develop and maintain key new client base.

Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements
Ensure all SEBI/AMFI rules and regulations are strictly complied.

Preferred candidate profile

Mutual funds background

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