Regional Head Investment Solutions

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.

Age Criteria - 40 years

Contect on - [email removed]

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