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Manager- Sales & Client Servicing
Equirus Wealth
Manager- Sales & Client Servicing
Equirus Wealth's logo

Manager- Sales & Client Servicing

at Equirus Wealth

Agency job
via Merito
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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