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Job Location | Delhi |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Education / Training |
Functional Area | Sales / BD |
EmploymentType | Full-time |
Ethical ResponsibilitiesAct with integrity and honesty in all dealings with customers and be a good steward of their interests.Act with integrity and honesty in fulfilling the responsibilities of the employment and seek to avoid any acts, omissions or business practices that damage the reputation of the organization.Attain and actively maintain a level of professional competence appropriate to the responsibilities of a WS and commit to the continued learning and development of others.StrategyBuild the Investment Services (IS) business so as to achieve leadership position in the region.Drive the Investments business through the segment/channel teams.Constantly update the segment/channels on the markets and our house views.Coach the RMs on the various investment products and processes.Periodic review of product performance availed of by the customers through us.Provide inputs to customers/RM s on products / transactionsBuild and deepen relationships with internal stakeholders.Ensure customers and the various Segments view IS as a value proposition.Manage product providers at a local level.Distribution ManagementOptimally use the sales model and maximize sales and AUMs from the allocated territories.Product PropositionSuggest innovative products and product bundles to the product team based on market/customer needs.Bottom Line Focus Maximize business performance opportunity.Maximize AUM.Sales And Operational ProcessesEnsure the stringent adherence to sales and operational processesPeople ManagementEnsure acceptance among all stakeholders.Integrate into the Premium Segment set up in the allocated branches.Our Ideal CandidateProven track record in distribution/ referral of mutual funds and complex investment productsGood understanding of the dynamics of the financial services market, financial markets and specialist knowledge of investment products like mutual funds, portfolio management services, structured products, and alternate investment products like private equity funds, real estate funds etc.,
Keyskills :
mutualfundsprivateequityfinancialmarketsfinancialservicesstructuredproductsinvestmentproductsmanagementservicestfoliomanagementfindingopptunities