Regional Head Investment Solutions(L5DH)

Role & responsibilities

• Handling Direct sales team for Mutual funds, Insurance, FD within the assigned region.
• Generating mutual fund, Insurance business through direct sales team of Relationship Managers.
• Increasing overall Mutual Fund AUM
• To plan & implement training on modules for investment planning & impart product knowledge via onsite workshops and conference training through area team.
• Ensure periodic Portfolio review & counselling for high-end and Select Clients is conducted

Preferred candidate profile

To mutual funds, fixed deposits, & other financial products business to existing set of customers, new customer acquisition through corporate and BTL activities in the assigned geography.

• MBA/ Graduate with 7+ years of Sales and Marketing post qualification relevant experience
• Team handling experience is must

Good market knowledge

• Analytical skills
• Communication skills
• Decision Making skills
• Positive Attitude
• Convincing skills