Manager - Sales and Client Servicing
Merito
2 - 6 yrs
Best in industry
Mumbai
Skills
Channel Sales
Direct sales
Sales strategy
Compliance
Client Servicing
About the Company:
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Led by seasoned bankers, our client works with the largest and the most reputed investors.
Location: Mumbai
Roles and Responsibilities:
• Impanel distributors to sell the investment management schemes
• Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channels, and direct clients, as outlined
• Handling channel and client queries
Strategy Planning:
• Achieve set targets through a designed strategy
• Keep monitoring & review strategy on an 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 ensuring smooth functioning between the department & operations
• Ensure proper compliance with respect to all channel partners – distributors/clients etc.
Compliance:
• Ensure all activities are as per proper compliance internally and as per regulatory requirements
• Ensure all distributor agreements/client documentation has met all regulatory & compliance requirements on an ongoing basis
Requirements:
• Graduate
• Great command over English & Regional Language
• Experience 2 – 5 years
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