Investment Manager

Role & responsibilities

Responsible for Business Development and the Portfolio Management for the Investment Business for the assigned region.

Drive and Implement Sales strategy for the Business to deliver Net Income in compliance with organization's goals.

Responsible for managing growth and profitability of the channel.

Responsible for building capabilities to sell multiple products per customer.

Conduct regular and detailed business reviews with team, to ensure business strategies are executed and Budgeted Numbers are achieved.

Explore and identify new sourcing avenues and channels to increase penetration and Building a positive investment book.

Drive passion to build winning teams.

Ensure 100% retention on renewals and also ensure addition of new high net worth clientele

Responsible to develop distribution network for the region and drive sales.

Increase penetration in retail market thereby increase in market share.

Ensure implementation of promotional plans & contests and suggesting new and innovating promotion plan for the area of work.

Effectively engage Operations & Risk teams to understand and contribute to overall processes & profitability across locations .

Identifying the need of sales training, analyzing changing market trends, channel development etc. Also giving feedback & suggestions to the senior management

Achieving & exceeding Business goals.