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Manager - Sales - Mutual Fund (5-7 yrs)
Job Summary:
The job description of a Sales Manager in the mutual fund division of the broking industry involves a combination of leadership, sales, and financial expertise.
Sales Strategy:
- Develop and implement effective sales strategies to achieve business objectives.
- Analyze market trends, customer needs, and competitor activities to identify opportunities for growth.
- Collaborate with other departments to align mutual fund offerings with overall business goals.
Client Relationship Management:
- Build and maintain strong relationships with clients, including individual investors and institutional clients.
- Provide personalized financial advice and recommendations based on clients' financial goals and risk tolerance.
- Resolve client inquiries and concerns promptly to ensure high levels of customer satisfaction.
Product Knowledge:
- Stay updated on market trends, economic indicators, and regulatory changes affecting mutual funds.
- Thoroughly understand the features and benefits of various mutual fund products offered by the broking firm.
- Communicate complex financial concepts in a clear and understandable manner to clients and team members.
Sales Reporting and Analysis:
- Generate and analyze sales reports to track team and individual performance.
- Use data-driven insights to identify areas for improvement and implement corrective actions.
- Prepare regular reports for senior management outlining key performance indicators and achievements.
Business Development:
- Identify and pursue new business opportunities to expand the client base.
- Collaborate with marketing teams to develop promotional campaigns and materials.
- Attend industry conferences and networking events to enhance the firm's visibility.
