HR Executive at Csa Advisor
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CSA ADVISOR - Manager - Channel Sales (2-6 yrs)
Profile Description :
- Graduate/Post graduate 2-6 years of Sales experience in managing partners /distributors/ franchisee networks of financial products from the financial services industry, preferably Mutual Funds (AMC), Banks, Stockbroking/Securities, General Insurance industry.
Roles and Responsibilities :
1) To prospect, acquire and drive business through partners/Channel Partners.
2) Identify customer needs, assess risk appetite, and provide them with investment options.
3) Achieve budgeted targets in terms of number of channel partners/ clients/volumes of business & assets.
4) Research, investigate and update themselves on available investment opportunities/financial market trends to determine whether they fit into client portfolios.
5) Contact clients periodically to assess satisfaction with the service provided and returns generated.
Provide various investment performance reports and summaries to the clients
6) Prepare MIS reports in the specified format.
Apply Only :
- Candidates who are individual & significant contributors and have experience in managing Channel Partners/Distributors with at least one of the following should only apply : - Direct Sales, Financial Advisory, Portfolio Management Investment Advisory, and Wealth Management with product experience in Mutual Fund, Insurance, Fixed Deposits, SIP, Fixed Income, Life Insurance, General Insurance, PMS.
Interested candidates can share their CV
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