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13/05 Ankita
Partner at Morpheus Human Consulting Pvt Ltd

Views:770 Applications:239 Rec. Actions:Recruiter Actions:65

Regional Head - Sales - Investment Firm (10-12 yrs)

Bangalore/Chennai Job Code: 119158

A Leading leading online investment platform for independent financial intermediaries, DIY investors, financial institutions and multi-national companies. They are an internet-based investment products distribution platform, the company requires a Regional Head and the responsibilities include

Job Responsibilities -

- Handling the B2B (business to business) initiative of the company that focuses on developing tie-ups and managing relationships with financial advisors engaged in the business of selling mutual funds and / or insurance / other financial products.

- Exploring opportunities for expanding universe of such existing advisors by introducing Mutual funds/ Life Insurance to other kinds of financial intermediaries (Postal agents, Stock brokers, Tax consultants, etc)

- Conducting training programs for the financial advisors and being actively involved in their development process

- Developing business plans and guiding the advisors in execution of the same

- Business Generation and Opportunity Identification

- Key Account Acquisition, Management and Relationship Building

- Planning, forecasting and reviewing of market trends

- Customer Relationship Management

Key Skills: Key Skills:

- Passionate, driven and result oriented and willing to take ownership

- Aptitude to constantly learn and update oneself with latest developments in the field of investments

- Ability for concept selling

Mandatory : 


- Effective Communication Skills, B2B sales experience. experience in wealth management advisory role for mutual funds, client interaction.

- Looking out for candidates from b2b sales, channel sales currently handling IFA channels or from platform sales of mutual funds

Industry: Financial Sector

Gender: Open

Experience : 10 to 12 years of experience

Job Location : Chennai or Bangalore

Working Days : 5 days

Qualification : MBA/Post Graduate

CTC : 12 LPA

Notice Period : within 30 days

Relocation Candidate - No

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