Manager at Datrax Services Pvt Ltd
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Vice President - Sales - Bank (5-10 yrs)
Job Description / Responsibilities
- Responsible for sourcing hni and ultra hni clients / nri clients for our pms products
- Formulate and implement business development plans in order to grow client base and aum, and drive revenue. -
Develop strategic plan and implement practical business plan with sales channel to drive investment products and services
- Initiate products and services enhancement to cope with changing market demand. - formulate and implement business promotion campaigns.
- Coordinate with concerned products divisions to increase sales of their respective products/ services.
- Lead institutional book-building efforts for transactions with fund managers.
Desired profile of the candidate :
- Minimum 5 - 10 Years- Experience In Private Bank / Securities Firm / Asset Management /Wealth Management Companies.
- Familiar With Various Investment Products Like Aif / Pms / Mutual Funds.
- Proven Sales Track Record And Stable Job Histories.
- Should Have Book Of Nri Clients / Delhi - Mumbai Markets
- Amfi And Ncfm Certification Preferred.
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