area head retail sales-mutual funds-mumbai

posted
contact
randstad india
position type
permanent
apply now

job details

posted
location
mumbai, maharashtra
function
Insurance
position type
permanent
reference number
928937
contact
randstad india
apply now

job description

?� Primary Responsibility of the candidate is to build, develop and enhance relationships across the Retail Distribution, Banking & IFA Channels.
� Acquire, deepen and manage wealth management relationships across asset classes in excess of an average holding of over INR 1 Cr.
� Ensure timely coverage of all the relationships assigned which should result into effective communication about Principal PNB mutual funds, its schemes and all other aspects.
� Maintain the highest degree of learning required to be able to service these clients for products and services in the asset management space. This includes a strong working knowledge across product performances, taxation norms, global & domestic macroeconomics, etc.
� The role encompasses a variety of related activities like innovative sales initiatives and ideas, coordination for sales meetings and keeping a tab on mutual fund market information.
� Establish annual, quarterly, monthly, or weekly sales plans and priorities and schedule own activities so these targets are met.


Benefits
?MNC AMC, good cuture

Client Introduction
?Leading MNC AMC

skills

?Mutual fund, IFA,

qualification

?� The candidate should have minimum 10 - 12 years of experience in Mutual Funds / Wealth Management / Securities in the last 1 year.
� Good communication skills, presentable and demonstrated ability of working with large banks, wealth management companies, distributors and IFAs.
� He/ she should be NISM certified (Advisory Module)
� MBA is a must.
� He/ she should have the right attitude, open to travelling and have good communication skills (English and local language)