Deputy Manager at Prowiz Consulting
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Assistant Manager/Manager - Dealer - Mutual Fund/Insurance/Investment Products (2-10 yrs)
Job Role : Dealer
Grade : Assistant Manager/ Manager
Profile :
- Acquire business
- Responsible for managing broking & TPP revenues in the region with Existing Bank tie-ups, Channel Partners.
- Assure that client needs are addressed in all areas of investment banking being one point of Contact for all service related issues
- Accountable for ensuring & attaining offline, franchisee network, online and distribution (mutual fund & insurance) target.
- Involved in appointing IFAs & distributors and identifying channels for mutual fund business
- Handling distribution products in the region through direct clients and also various channels such as Franchisee, Remises & RM's.
- Providing HNI clients with updated and relevant information regarding all Investment products to enhance return on portfolios.
- Generating revenues through Broking (Equity, commodity and currency), Fee income (Life insurance, general insurance and Mutual funds and all other investment products).
- Instrumental in growth of region MOM and YOY
- Projecting expected sales volume and profit for existing and new products.
- Involved in acquiring the HNIs, NRI's and retail, large partners, activating existing clients and cross selling of MF, insurance & investment products.
- Established sales objectives by forecasting and developing annual sales plan for regions and territories.
- Responsible for sourcing trading accounts through direct teams, franchisees & sub-brokers, Banking Channels.
- Organizing Paid Education Program (PEP) for market awareness of capital markets and activating the inactive clients.
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