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27/03 Shraddha Dobariya
HR Recruiter at Tekpillar Services

Views:2 Applications:3 Rec. Actions:Recruiter Actions:0

Manager - Investment Sales - BFSI (1-10 yrs)

Coimbatore/Cochin/Kochi/Trivandrum/Thiruvananthapuram Job Code: 369984

Seeking a results-driven leader to manage the team, boost revenue, develop strategies, ensure excellent customer service, and maintain compliance standards.

Roles And Responsibilities::

- Oversee designated bank branches and point-of-sale (POS) systems to meet brokerage and revenue objectives.

- Achieve a target of at least 75 Demat accounts each month in alignment with sales objectives.

- Facilitate three client meetings each day and make regular visits to assigned branches.

- Effectively execute and track promotional initiatives.

- Enhance and optimize the POS/Br system.

- Organize four training sessions each month for partners and bank personnel.

- Compile and present daily, weekly, and monthly management information system (MIS) reports.

Requirements:

- Graduate/Postgraduate/MBA (preferred)

- A minimum of 2 years of experience in sales and channel management, with a focus on BFSI/broking

- Familiarity with broking, capital markets, and banking

- Possession of a two-wheeler or four-wheeler (mandatory)

- Proficient in relationship management and knowledgeable about financial products

- Exceptional communication skills

Apply Now:

Send your resume to +91 84888 33693

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