Role Purpose:

Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets.

Education Background:

Graduate/Post Graduate/MBA

 Work Experience:

Sales experience, Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

Critical Skills Required:

• Relationship Management
• Influencing Skills
• Technical – Product Knowledge
• Presentation skills
• Interpersonal skills
• Effective Communication
• Result oriented with proper adherence to compliance

Key Accountabilities:

• To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
• Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls.
• Responsible for advising Investors, to be able to analyse the asset allocation of Investors to customize the approach in accordance for focused selling.
• Profiling customers and provide financial products to meet customer needs.
• Ensuring the highest levels of service to the client /HNI customers.
• Providing Investment planning and advice.
• Achieving sales and revenue targets spread across product mix.
• One point contact for the assigned customer .