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Manager - Sales and Client Servicing
Merito
Manager - Sales and Client Servicing
Merito's logo

Manager - Sales and Client Servicing

at Merito

Agency job
via 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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