HR - Executive at Equirus Group
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Equirus - Sales & Client Servicing Role (4-5 yrs)
Roles and Responsibilities:
- Empanel distributors to sell the investment management schemes
- Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel, and direct clients, as outlined.
- Handling channel and client queries
Strategy Planning:
- Achieve set targets through designed strategy
- Keep monitoring & review strategy on ongoing basis
Internal Coordination:
- Liaising with senior management to arrive at clear objectives for the department
- Resource planning
- Liaising with investment teams to enable client interaction & information
- Liaising with operations and ensure smooth functioning between department & operations.
- Ensure proper compliance with respect to all channel partners - distributors / clients etc.
Compliance:
- Ensure all activities is as per proper compliance internally and as per regulatory requirements
- Ensure all distributor agreements / client documentation has met with all regulatory & compliance requirements on an ongoing basis.
Role Requirement:
- Graduate
- Great command over English & Regional Language.
- Experience 4 - 5 years in PMS Sales.
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