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21/05 Smorojit Dey
Recruiter at Human Context

Views:147 Applications:65 Rec. Actions:Recruiter Actions:1

Regional Sales Head - Mutual Fund Investment Firm (11-15 yrs)

Bangalore/Coimbatore/Jaipur Job Code: 119616

Regional Head - Mutual Funds Investment


Job description :

Our Client is an award winning, robo-advisory firm operating in the wealth management space. They currently offer investors a 360-degree wealth management platform for mutual funds and Insurance. It blends cutting-edge technology with conventional wealth management wisdom to make superior advisory accessible to all .

Key Responsibilities :

1. Establish and support various channels of customer outreach for the company, such as bank partnerships and achieve sales targets from these channels

2. Run and manage day to day business and operations for one or more of our partner banks. Set up processes, systems and monitor all key business metrics for the partnership and also the deliverables of his/her direct team

3. Maintain strong working relationships with the bank representatives to ensure the products and services of the organization are marketed and sold optimally

4. Plan, organize and implement promotional activities in various bank branches

5. Function as point of contact for conflict resolution, customer support and ensuring that the queries are resolved in a timely and professional manner

6. Keep abreast with latest developments in the organization's products and services

7. Will Manage HNI Clients

8. Will directly Manage a team of Area Heads

Education : Post Graduate

Skills/Competencies :

1. A good leader

2. Seamless Communication in English, Hindi and Regional/local language(must)

3. Knowledge of Mutual Funds, Insurance, Equity, Debt Markets

4. Customer/Client Focus

5. Decision Making

6. Problem Analysis/Solving

7. Results Driven

8. Teamwork Orientation

9. Networking skills & ability to build long-term professional relationships

10. Managed large teams

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