Manager- Sales & Client Servicing
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4 - 8 yrs
₹5L - ₹12L / yr
Bengaluru (Bangalore), Delhi
Skills
Sales
Customer Relationship Management (CRM)
About Company:
Our client is a leading investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Job Description
- Empanel distributors to sell the investment management schemes
- Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel, and direct clients, as outlined.
- Handling channel and client queries
Strategy Planning
- Achieve set targets through designed strategy
- Keep monitoring & review strategy on ongoing basis
Internal Coordination
- Liaising with senior management to arrive at clear objectives for the department
- Resource planning
- Liaising with investment teams to enable client interaction & information
- Liaising with operations and ensure smooth functioning between department & operations.
- Ensure proper compliance with respect to all channel partners - distributors / clients etc.
Compliance
- Ensure all activities is as per proper compliance internally and as per regulatory
Requirements
- Ensure all distributor agreements / client documentation has met with all regulatory & compliance requirements on an ongoing basis.
Requirements
Sales, Client Servicing, New client acquisition
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