Manager - Retail Sales - Investment Product (3-12 Yrs)

Roles and Responsibilities
- To promote all the product line of Mutual Fund/Financial Assets
- To up sell Mutual Fund products through integrated channel i.e. through IFA / MFD / ND / Banking channel.
- To generate fresh leads and acquire clients through reference to shore up the clientele
- Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition and generating AUM from preferred clients
- To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships
- Develop and maintain a long-term relationship with Channel partner
- One point of contact for the assigned client
- To execute monthly sales plan to acquire clients and ensure regular contact with all mapped clients through regular weekly / monthly calls
Experience: Should Have Prior Experience of a minimum of 3+ yrs in a Mutual Fund/ Securities/ Stock Broking / Capital Market / wealth management or Wealth Advisory company is must.
Desired Candidate Profile
Education: Graduate or Post Graduate Degree
Age: 35 Yrs max.
Certification: Must be having NISM V A Certification.
Product Knowledge- Must have a detailed knowledge of all products related to Mutual Fund.