Recruiter at Mint International
Views:201 Applications:47 Rec. Actions:Recruiter Actions:16
Business Development Role - Wealth Management Firm (1-5 yrs)
JOB DESCRIPTION: Assistant Manager-Partnerships
About Us: Fisdom is an award winning, robo-advisory firm operating in the wealth management space. We currently offer investors a 360-degree wealth management platform for mutual funds and Insurance. Fisdom blends cutting-edge technology with conventional wealth management wisdom to make superior advisory accessible to all. Our focus is to help everyone maximize his/her wealth.
For more info, visit: www.fisdom.com We are growing and constantly looking for high performers to participate in our growth story.
Summary/Objective: The Assistant Manager- Partnerships is responsible for representing the organization at our partner bank locations. He/she will make sure that the organizational footprint in the market is prominent and in turn generate sales and revenue by utilizing excellent, in-depth knowledge of company products & services.
Key Responsibilities:
1. Manage our bank partnerships and achieve sales targets from these partnerships.
2. Run and manage day to day business and operations for one or more of our partner banks
3. Engage with the branches and staff on a daily basis and become an enabler for them to sell Mutual Funds via Fisdom
4. Be accountable for the number and value target for his/her respective territory along with personal HNI selling
5. Manage administrative activities (20%-30%) related to marketing such as document collection, coordination with head-office of various banks 6. Maintain strong working relationships with the bank representatives to ensure the products and services of the organization are marketed and sold optimally
7. Plan, organize and implement promotional activities in various client sites
8. Function as point of contact for conflict resolution, customer support and ensuring that the queries are resolved in a timely and professional manner
9. Keep abreast with latest developments in the organization's products and services
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
